Trusts, Wills & Estates

The Sandwich Generation

26 Jan , 2016  


You have elderly parents who need more of your attention, and your children are young adults but they are still at home. You are stuck between them. You are torn between them. You have obligations to both of them, and you thought you’d have some freedom by now! Just when your children should be grown […]

, , ,

Legal,Trusts, Wills & Estates

A Case Study on Estate Proceed Trusts

1 Jul , 2015  


This case study will illustrate what an estate proceeds trust is, and how it can be used when the Will was a basic Will that didn’t set up the trust itself. In this example, Nicole’s husband Daniel has died in an accident. They have two primary school aged children, Michael and Melissa. Nicole and Daniel […]

, , , , , ,

Family & Divorce Law,Legal,Trusts, Wills & Estates

Dealing with Vulnerable Beneficiaries and Protective Trusts

1 Jul , 2015  


In each family there is often a financially irresponsible child, but when it goes one step further and that child is a gambler, or has drug or alcohol problems, you will probably want to make sure that your child does not squander your hard-earned estate when they inherit it. Cutting them out of the Will […]

, , , , , , , ,

Legal,Trusts, Wills & Estates

Appointing an Executor of Your Will and Trustee of Your Estate

31 Mar , 2015  


An executor is the person you appoint in your Will to administer your estate after you die. They are also known as your legal personal representative, and their role converts to the trustee of your estate, particularly if any of your estate is to be held for a beneficiary. It is very important who you […]

, , , , , , , ,

Small Business,Tax

The Best Tax Structure For Your Small Business

28 Dec , 2014  


This is a complex area, because there are many forms that a trust can take. So I wanted to give you a basic overview of trusts and the family trust in particular. A family trust can be very useful for running a small business, or having your investment portfolio including real estate investments in the […]

, , , , , , , , , , , , , , , , ,