Trust, Gifting and Asset Protection – Annual Gifting
When I set up a client’s trust, I spend our initial meeting explaining the Family Trust as a legal entity and an asset protection vehicle....
25 May, 2010
Trusts and Trustees – the Consequences of a Contract
Trustees who do not understand the possible consequences of a contract that they wish to sign should take expert advice on all the liabilities to which they may be exposed....
21 April, 2010
Understanding trusts is important – the legal relationships and legal obligations
Trusts have become an increasingly popular way of structuring your affairs....
08 March, 2010
Protecting your families long-term financial security
A family trust may not protect your family from every threat to their long-term financial security but it is the single most effective means of protecting your assets in today’s increasingly complex world....
29 January, 2010
Why do I need a trust?
Outlined below are a number of reasons why implementing a trust structure could possibly be of benefit to you and your family...
16 November, 2009
House price growth will slow: Bollard
Reserve Bank Governor Alan Bollard warned of the need to avoid a return to a “debt-fuelled housing cycle”, as the bank published its six-monthly Financial Stability Report today....
10 November, 2009
Insight into parties involved in a Trust
In this “legal hint” I intend to cover Family Trusts and some of the parties involved in a Trust....
10 November, 2009
Which Assets should I transfer into my trust?
Assets of any value can be transferred to a Family Trust....
02 November, 2009
Your Will is Law
If you die without a will or your will is deemed to be invalid, then you are said to have died intestate....
27 October, 2009