There are several factors a person should consider when preparing their Will but one which in our experience many do not think of is – what happens if my Executor dies before completing the administration of my estate?
How useful are trusts for wealth conservation?
A trust is simply a rule book for the management of property by one person (the trustee) on behalf of another. Whether a trust can deliver wealth conservation or asset protection outcomes for a person, family or beneficiary group largely depends not only on the terms of the trust (the rule book) but how it is operated…
The assessment of testamentary capacity (STEP Worldwide Webinar June 2021)
Dr Jane Lonie of Autonomy First summarises the STEP Webinar of 30 June 2021, in which panelists reviewed the key issues when undertaking a capacity assessment and establishing the need for an online course in testamentary capacity assessment.
Does your client have the capacity to instruct?
It is a lawyer’s responsibility to take instructions only from those clients who have the capacity to instruct. But capacity is decision specific and can fluctuate over time. So how do you ensure that your client has the capacity to make the decisions you are asking them to? Zabina Naem has some tips…
Financial Decision Making Capacity – A Challenge for Advisors
Autonomy First is delighted to be partnering with Deakin University to support a new research project, Financial Decision-Making Capacity – A Challenge for Advisors. This project engages primarily with financial service professionals and the tools they use…
Case study: Neil’s Story – finding the right residential care for a Younger Onset Dementia sufferer
Navigating the world of residential care can be challenging for many people. For vulnerable decision-makers, however, it can be almost impossible without specialist support. Read how New Way to Stay and Autonomy First helped one Younger Onset Dementia Suffer…