The New Zealand law on trusts is always changing so it is a good idea to review your trust matters regularly and ensure that you are getting the most out of your trust as well as meeting all current NZ legal requirements....
Unlike a will, a family trust can protect the ownership of your assets while you are alive. You transfer the legal ownership of the assets to the trust while continuing to use and enjoy them....
Many of us will inherit a share of the family home. I decided to look into the financial implications after watching a clip on TV about a woman who had lost all the proceeds from her mother’s house....
Outlined below are a number of reasons why implementing a trust structure could possibly be of benefit to you and your family...
Please find below a list of legal documents required when establishing and / or managing a Trust...
Solicitors / Legal Fees. These would depend on the complexity of the property transaction....
An independent trustee with professional or business experience can provide valuable experience when it comes to the management of a trust’s assets. ...
Trusts have become an increasingly popular way of structuring one’s affairs. It is important for those intending to use a trust to be clear on the legal relationships and obligations involved....
Economic Downturns are disconcerting but take charge of the planning that you can do. A well thought out Estate Planning exercise is well worth the investment....