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Estates legal updates.

What you need to know.

EOFY estate planning

EOFY estate planning: why tax season is a great time to review your will Tax season isn’t just a time to do your returns and sort out numbers. It’s also a great chance to take a look at your estate plan. Since you’re already going through your finances, it makes

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5 estate planning myths that might cost your family thousands

5 estate planning myths that might cost your family thousands Estate planning doesn’t just apply to older or wealthy people —it’s something that everyone needs. “In this world nothing can be said to be certain, except death and taxes” right? Thanks Benjamin Franklin, you’ve nailed it. Many families make pricey

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Codicils: What they are and when to use one

Codicils: What they are and when to use one When it comes to estate planning, life doesn’t always stand still. Maybe you’ve had a change of heart about who should inherit your prized stamp collection. Perhaps you’ve welcomed a new grandchild and want to leave them something special. Or maybe

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Joint Tenancy vs Tenants in Common

Joint Tenancy vs Tenants in Common: What you need to know for Estate Planning When you purchase property with another person, you’ll likely have to decide how to hold the property: either as joint tenants or as tenants in common. The distinction between these two options can significantly impact estate

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Digital assets in Estate Planning

Digital assets in Estate Planning: What you need to know In today’s increasingly digital world, estate planning isn’t just about managing your home, finances, and keepsakes—it’s also about addressing your digital life. From social media profiles and email accounts to cryptocurrency wallets and online businesses, digital assets are now a key part of your

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