INSIGHTS
Bryce breaks it down
Long term management of your assets – a family trust
Based on anecdotal evidence there may be between 300,000 and 500,000 trusts in New Zealand.
Joint versus tenancy in common
How you hold legal ownership of assets matters when it comes to estate planning.
The reading of the will? This ain’t America!
There is no such thing as the ‘reading of the will’ in New Zealand.
Testamentary capacity – the ability to make a will
A person who wishes to make a will must understand at least three things.
Dad never got around to signing his will
There are several reasons why a person does not get around to signing their will.
You’ve been appointed an executor – now what?
Estate administration is an important responsibility and must be carried out with great care.
Enduring powers of attorney or eternity?
A client once asked me the cost for an “enduring power of eternity”! “Rather expensive”, I quipped.
Considering living in a retirement village?
Buying into a retirement village is different from buying a house.
WINZ wins—getting a Residential Care Subsidy or Loan
We regularly receive instructions from clients to assist them with the financial means assessment under the Residential Care and Disability Support Services Act.
No will? There’s still a way
When a person dies, we support families through the legal and grief process, ensuring the deceased’s wishes are carried out and the estate is properly administered.
When a loved one can’t manage their affairs
Where a loved one has lost the mental ability to manage their affairs and they do not have enduring powers of attorney.