by Claire Stollery | Sep 13, 2021 | Estate Planning
“Leave the children enough so that they can do anything, but not enough that they can do nothing” In a note to shareholders, US billionaire Warren Buffett expressed his belief that his children should not inherit his (almost incomprehensible) wealth following his...
by Claire Stollery | Aug 17, 2021 | Estate Planning
When clients come to see us about succession and estate planning, they are usually thinking about the contents of their Wills, and other financial-related structures such as Trusts, which they have or are contemplating creating in their lifetime(s) or in their Wills....
by Claire Stollery | Jul 16, 2021 | Estate Planning, Estate Planning, Wills
When we sit down with clients to discuss their new Wills, one of the first questions we will ask is “who would you like to be your Executor”? For some clients, the answer is usually straightforward – their surviving spouse, and in default, a relative, close friend,...
by Claire Stollery | Jun 18, 2021 | Estate Planning
When making a new Will and Testament, there may be details that you wish to include as to the reasons for its provisions which aren’t suitable for inclusion in the Will. In such circumstances, we would recommend that you make what is known as a “Memorandum of Wishes”....
by Claire Stollery | Jun 3, 2021 | Estate Planning
“Why should I pay a solicitor to prepare my Will when I can just write one myself?” For whatever reason – cost, convenience – some individuals choose to prepare their own Wills, sometimes without even a Will kit to assist them in meeting the necessary formalities as a...
