Welcome back to our 7-part series on winding up a home that’s not your own. We move on, not to sorting, removing, and disposing of items, but to making lists!
Wills, Trusts & Asset Protection
A Practical Playbook for Making Financial Support Work
If you're weighing up when, how or even whether to help your adult children financially, a clear plan can make the decision easier for everyone.
After They’re Gone – Practicalities First
Welcome back to our series on winding up a home that’s not your own. Today we take stock of some of the first essential jobs requiring our attention.
After They’re Gone – An Onerous Task
Welcome to our series on winding up a deceased persons home. Up first, how did you find yourself in the very situation we’re talking about?
The Shift: Why Parents Are Helping Adult Children Now
For generations, financial support from parents followed a familiar arc. Today, however, this sequence is quietly being rewritten.
Divorce or Widowhood Later in Life: Managing Finances Alone
Facing divorce or widowhood is never easy, and when it happens later in life, the emotional impact can be compounded by practical concerns—especially finances.
What to Ask Before Gifting Money to Family
Before gifting money to friends or family, it’s worth asking yourself a few questions to ensure your gift really has the positive impact you hope for.
Is It Time to Review Your Will or Enduring Power of Attorney?
If it has been more than a few years since you last looked at your will or power of attorney, it may be time for a review.
Trust: Facts, Fiction And Fallacies
The fact trusts have dominated our landscape for so long is a testament to their ability to adapt to and satisfy evolving socio-economic needs, attitudes, and norms of our population.
Simple Steps to Protect your Future
Not many of us understand the role of an Enduring Power of Attorney when we’re no longer capable of managing our affairs.