Scroll down to read helpful articles on a wide range of estate planning topics, or use the search button to find answers to a specific query.
What is the Golden Rule?
Every estate planner must be cautious when assessing the mental capacity of a person creating or amending their Will, especially if that person is elderly or in ill health.
Learn more about the test for capacity to make a Will and the golden rule in this article.
Can I give away my home to avoid tax?
Are you considering gifting your house to your children while you're still living in it?
You can give your house away to your children and continue living in it. BUT… and its a very big BUT… have you considered all the disadvantages?
Learn more in this blog article.
Do you make New Year resolutions?
It might not sound as glamorous as hitting the gym or booking a dream vacation, but estate planning is a decisive step toward securing your future. Act now to protect the people you love. If you've been putting it off, you're not alone. Discover why 2025 should be the year you make your Will.