by Autonomy First Lawyers | Nov 7, 2023 | Legal, Succession, Succession Planning (After Death), Trusts and Estates, Wills
It is of great concern to many people that their wills may be challenged after their death by somebody that they have specifically chosen to exclude from the benefit of their largesse. Will that person be able to successfully take action against your estate, despite...
by Michael Perkins | Sep 10, 2023 | business law, Financial services, Information technology, Private Client Services, Trusts and Estates, wealth management
Protecting your digital life, not just your digital assets: a reflection on how our digital and analogue lives have become meshed and how this has impacted the world of estate planning. As our digital life has evolved, so have cyber threats. Cyber security is now a...
by Michael Perkins | Jun 4, 2023 | Financial services, Private Client Services, Trusts and Estates, wealth management, Working collaboratively
In this article, Michael Perkins talks about how collaboration fuels how we work with financial planners and other professionals to serve our clients better. Collaboration in the business system sense is a new engine room to drive the evolution of Estates Practice...
by Michael Perkins | Mar 1, 2022 | Contract, Trusts and Estates, wealth management
What is a trust? A trust is simply a rule book for the management of property by one person (the trustee) on behalf of another (the beneficiary). Whether a trust can deliver wealth conservation or asset protection outcomes for a person, family or beneficiary group...
by Zabina Naem | Nov 19, 2021 | Legal, Trusts and Estates, Wills
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? Let’s consider a scenario: Tom signs a Will which...
by Isabella Biddle | Nov 18, 2021 | Trusts and Estates
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...
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