Estate Law

May 18, 2021

What will your legacy be?

David Swensen, one of the greatest investors, died this year on 5 May 2021 aged 67. The news articles that have come out include the following […]
May 3, 2021

Special Disability Trust

Is a Special Disability Trust something I should consider? We understand that if you have a loved one who has a special disability, then a major […]
April 12, 2021

When Should I review my Estate Plan?

Generally, we recommend reviewing your Estate Plan every 2-3 years or if your circumstances have changed. If your circumstances have changed, then it is important for […]
March 4, 2021
Old man looking contemplative

What is an Advanced Health Care Directive?

Advanced Health Care Directive (AHCD) An Advanced Health Care Directive combines two concepts into one legal document: It appoints a Healthcare Power of Attorney to make […]
March 4, 2021
Peace of Mind with an Enduring Guardian

What is an Enduring Guardian?

Enduring Guardian Appointing someone as your Enduring Guardian is different from appointing someone as your Power of Attorney. An Enduring Guardian is someone you appoint to […]
January 19, 2021

What is a Power of Attorney?

What is a power of attorney? A Power of Attorney is a document that appoints someone to make financial decisions on your behalf. You may appoint […]
August 7, 2020

Will Client Form

July 31, 2020

What is the Size of the Estate? Why Does this matter?

Essentially, the size of the Estate is how many assets (less liabilities) there are in the Estate. The size of the Estate will determine how many […]
July 31, 2020

Did the Deceased have an obligation to provide for you?

This type of obligation is called a “moral obligation” and is generally assessed against community standards. Typically, the deceased is assumed to have held a moral […]