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We publish a wide range of useful information on a regular basis.

  • Retirement Villages

    December 2017

    A lifestyle choice NOT a financial investmentRetirement Villages (“villages”) tend to be resort-like gated communities of older people usually over 70 years; approximately 12% of all over 75 year olds live in a village.Once settled, I have yet to meet a ...

  • Dying Without a Will

    December 2017

    The problems you leave for your family to deal withWhen a person passes away without a Will, the Administration Act 1969 (“the Act”) sets out how the Estate of the deceased will be distributed.Firstly, the family need to determine the value ...

  • Changes to Enduring Powers of Attorney

    June 2017

    Law changes have come into effect with respect to Enduring Powers of Attorney (“EPOA/s”) under the Protection of Personal and Property Rights Act. These new changes include: New forms and layout; New notes, information and option sections; Less restrictive requirements for mutual appointments ...

  • Attorney used Enduring Power of Attorney for "personal use"

    March 2017

    A recent Court of Appeal decision highlighted what a news report headed “inheritance lost: son spends estate money before nephew can get his share”. Background In December 2005 K signed his Will providing for his wife and, if she should predecease ...

  • The Risks of Having NO Will

    September 2016

    Who has the entitlement to administer a deceased’s estate and the entitlement to the assets? A recent High Court decision highlighted the problems when a person in a de facto relationship dies without a Will. Background N (the deceased) gave instructions for ...

  • Trustees and Powers of Attorney

    December 2015

    Trustees’ Obligations & Breach of Trust with Power of AttorneyA recent High Court decision considered a claim for breach of trust in the context of the use of a General Power of Attorney by a Trustee. A Trustee had made a ...

  • Executors and Trustees of Wills

    September 2015

    Their roles and responsibilities.All of us should have a Will. Having a Will ensures that our wishes regarding our property and how that property is treated after our death is clearly set out for our loved ones. A key part of ...

  • Should I have Enduring Powers of Attorney?

    September 2015

    Irrespective of age or marital status it is highly recommended you have Enduring Powers of Attorney. For many, the last thing that you would want, in the event of your having a serious accident or health issue where you lost legal ...

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