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Estate Planning

Guardianship: Who Should I Appoint? A Comprehensive Guide

Guardianship is a critical decision that can have profound implications for the well-being and future of your children or dependent family members. It’s a choice that requires careful thought, understanding, and consideration. In this comprehensive guide, we will explore the key factors that should be taken into account when deciding who to appoint as a […]

executors - what do you need to know

Executor: A Comprehensive Guide To Making the Best Choice

When it comes to estate planning, one of the most vital decisions you need to make is who to choose as your executor. Executors are responsible for managing and distributing your assets after you pass away. But how do you choose the right person for this critical role? This comprehensive guide will provide insights and […]

Estate Planning

Talking about estate planning can be tough

It’s tough to talk about estate planning. Estate planning is a crucial aspect of everyone’s life, regardless of age or wealth. It’s tough to talk about. It involves making arrangements for the distribution of your assets and properties after your passing, ensuring that your loved ones are taken care of in the future. While creating a […]

Aretha Franklin’s Last Will was stuffed under a couch

When legendary singer Aretha Franklin passed away in 2018, she left behind a rich musical legacy and an estate worth millions of dollars. One significant aspect of her departure was the unveiling of her last will and testament, offering insight into how she planned to preserve her assets and distribute her wealth. In this article, […]

The pitfalls of an illegible Last Will and Testament

A Last Will and Testament is a legal document that outlines a person’s final wishes regarding the distribution of their assets and the care of their dependents after their passing. While the contents of a will hold immense importance, the legibility of the document itself is often overlooked. Illegible Wills can present significant challenges, jeopardizing […]

GenZ and Millennials have both delayed Estate Planning

GenZ and Millennials have struggled in their financial and professional lives. This affects how well (or how diligently) they plan for their estate. Estate planning is a critical aspect of financial responsibility, ensuring that an individual’s assets and wishes are protected and distributed according to their desires after they pass away. However, despite the importance […]

Cute dog with a yellow ball

Rocco Junior: a dog at the centre of a legal battle

Everyone loves dogs; they bring us so much joy. Many of us infantilise them and treat them as if they were our children. Wealthy people have even dispersed entire fortunes to them: read about the Leona Helmsley affair to find out about a dog that was worth millions. We lavish praise and gifts upon them. […]

The great wealth transfer

As the baby boomer generation continues to age, we stand on the precipice of an unprecedented transfer of wealth. Termed the “great wealth transfer,” an estimated $68 trillion is expected to change hands from the baby boomers to their millennial heirs over the next few decades. This generational shift in wealth presents a tremendous opportunity […]

The Baby Boomer Wealth Transfer to their Children

The Baby Boomer generation, born between 1946 and 1964, has long been regarded as one of the largest and most influential generations in history. As they are now reaching retirement, the process of Baby Boomers passing down their wealth to Millennials/GenZ/GenX, has begun. Trillions of dollars will change hands over the coming years. The beneficiaries […]

Can a beneficiary sue an executor?

Can you sue an executor? We have written about the importance of Wills. How everyone should have  a Will, to make sure that their assets go to the right people, etc. Have you ever wondered what happens when a disgruntled beneficiary decides to sue the executor of a Will? Is it to get a larger […]

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