There are some trends emerging in the High Net Wealth Individual segment to watch for in the context of Estate planning advice.
Month: September 2011
Total 15 Posts
As we opened drawers and cupboards, removed wall hangings and rolled up carpets, we found a gift.
After cremation, most people think of ashes being “sprinkled”, held in an urn or interred. Many companies are advertising different options in the form of “Memorial Jewellery”, and one has developed a method of creating diamonds that are purportedly “molecularly identical to naturally occurring diamonds” from cremated remains.
When his kids talk to him about moving to a ‘nice place for people like you’, he’s practically shaking with anger – depending on your age, you may be shaking too.
In two cases decided in 2010, the Court considered whether it was appropriate for an attorney for property to pay herself for care services provided to an aging parent
What happens when the estate return due date is on a weekend or public holiday?
In a previous blog, I wrote about the need for specificity when drafting provisions that include a “spouse” of a particular person as a potential beneficiary of an estate or trust.
Attention is also needed to ensure that when a Will refers to terms such as “children” or “issue”, the persons included within these classes are those that the testator intends to benefit. This is particularly true in the current age, where there are an increasing number of different types of relationships and manners of having children.
We can prepare and plan for death but when it arrives, it can be bittersweet.
With many couples, one or both spouses have had previous marriages or common law relationships. For many reasons, these couples’ estate planning instructions are not usually the traditional “all to my spouse with a gift over to my issue”, and clients should understand how their estat planning decisions may be impacted by family law.
Bequest donors trust charities enough to make them often significant beneficiaries of their estate, yet they don’t trust them sufficiently to tell them in advance.