The importance of having current ID
Maintaining a current form of Government-issued photo ID has a number of obvious benefits...
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Joint Tenants vs Tenants in Common – Part 3
Jack and Jill were together for 10 years. They each had two adult children from their previous relationships. They owned the family home..
Triaging your affairs
Jack and Jill are married with children from Jill’s previous marriage. Jack and Jill have set up a trust and transferred the family home to
Succession Planning – more than just having a Will
The legal landscape is littered with stories of fortunes lost and/or families torn apart – particularly where a farm or a family business is
Your Legal Affairs - What to consider if circumstances change
It is easy to put off one of the most important documents that you will make in your lifetime – your Will.
Joint Tenants vs Tenants in Common – Part 2
If you are the co-owner of a property as joint tenants and you die, the property will pass to the surviving co-owner(s) by survivorship...
Joint Tenants vs Tenants in Common – Part 1
You can own property (or a share in a property) with other people in one of two ways: as joint tenants or as tenants in common.
Purchasing Estate Assets
Deceased estates are not without their challenges. Perhaps one of the more common challenges arises where one (or more) of the beneficiaries
Updating your will - Testamentary Guardians
We recommend when you are considering updating you will, that if you have a child or children, you consider who you would like to be...
Updating your will – Your executor
Who will be your executor? When choosing executors and trustees for your will, we encourage our clients to take time to think who will be...
The Ins and Outs of an Enduring Power of Attorney (EPOA)
There are two kinds of Enduring Power of Attorney: in respect of Care & Welfare, and in respect of Property.
What is Probate?
Probate is an order from the High Court which confirms a) the identity of the person who has died, and b) the identity of the people who
Things to consider when making a Will
Executor/Trustee, Restricted Items,
Gifts, Residual Beneficiaries - it’s your assets and belongings and your Will – so it’s up to you.
What would happen if your circumstances changed tomorrow?
What would happen if your spouse/partner died tomorrow? What would it mean for yo
Estate Administration - Executors Roles & Responsibilities
When you are appointed as an executor (and trustee) of a will it is important to understand the role.
What to expect when finalising an estate
When a loved one passes away grief is experienced differently by each family, and members within each family, and administering an estate...
Kiwis living overseas & estates
Often people appoint family members as the executors and trustees in their wills. If one of the named executors is a New Zealand Citizen...
Estates and taxes
The often quoted “The only two certainties in life are death and taxes” (Benjamin Franklin 1789), is still true today....
Calling all Kiwisavers
KiwiSaver is a first important step to creating your wealth. The second important step is to protect that wealth...
What is Customer Due Diligence?
Why do need to ask for information?
New Zealand has passed a law called the Anti-Money Laundering and Countering Financing of Terrorism...
When a trustee of a trust loses mental capacity
A person losing their mental capacity can look like many different things. Essentially it means that they are no longer competent to...
The same questions keep coming up in our trust reviews…
Let us answer these very briefly.
What does the new trusts legislation require?
In simple terms, the new Trusts Act requires trustees to...
What is a trust review?
With much written and discussed on the Trusts Act 2019 the spotlight on family trusts is an excellent opportunity to take look at your...
Does your trust need a tune-up?
Just as a motor vehicle should be subject to regular tune-ups, so too a trust should be subject to review from time to time. This means...
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