Articles related to ‘Wills & Estates’
Monday, 10 January, 2011 | Claire Coe
A Will is an expression of your wishes about what you want to happen after you die. Its main purpose is usually to explain how your property and possessions should be divided up after you are gone. It can also be about guardianship of your children, gifts you would like to leave, and even what music you would like at your funeral.
Every Will is unique and every adult… Continue reading
Wednesday, 13 October, 2010 | Claire Coe
Sandra and Peter had a son, Max, who suffered from autism. Max had a tendency to overly trust people and, as parents, Sandra and Peter understandably kept a watchful eye over everything he did, especially when it related to money.
As he turned 16, they become increasingly concerned about his ability to deal with the pocket money they gave him. He was extremely trusting of people and would often… Continue reading
Thursday, 14 January, 2010 | Claire Coe
What happens when you die, but your family don’t know what your wishes are? Communication is the key. We are regularly contacted for guidance especially where cross cultural issues may arise.In order to avoid unnecessary grief and anguish we recommend that you use these simple guidelines:
- Tell your family and extended family what you wish to occur when you die. This includes any particular funeral/tangi arrangements (i.e. marae/church/home).
Monday, 27 April, 2009 | James Johnston
We were delighted with the entries received in the ‘What’s Your Excuse?’ wills competition. A special thank you to all who participated. We appreciated both the humour in many entries and the seriousness of many others.
Excuses received ranged from people who have never before found a firm which was able to make the process seem nice and simple, showing [them] an easy pathway to promptly get the job… Continue reading
Tuesday, 14 April, 2009 | James Johnston
Are you or is someone close to you contemplating an OE? Whilst it is a kiwi tradition, we have noticed that more and more young New Zealanders are approaching us to sort their affairs out before they leave the country for an extended period on their OE. In response we are delighted to offer an OE Gift Pack Voucher. By purchasing an OE Gift Pack Voucher for yourself or another… Continue reading
Tuesday, 17 June, 2008 | Claire Coe
We recently had a situation where a young woman, Natalie, was left a bequest under her sister’s Will and went ahead and organised the papers to buy a new car, thinking that the funds would come through within a month or so from when the lawyers started dealing with the Estate in order to fund the purchase. She was distressed to find out that the funds would not be available… Continue reading
Wednesday, 7 November, 2007 | Claire Coe
An elderly woman verbally told her good friend and caregiver of many years that she wanted her to have all her jewellery when she died. She repeatedly said this.
The elderly woman died, leaving a Will, which made no mention of the jewellery going to her friend. Although the friend received a gift of money under the Will, this did not compare to the sentimental value that attached to… Continue reading
Monday, 8 January, 2007 | Claire Coe
Recently a client of ours was asked to be executor of her good friend’s Will. She called us in a minor panic as she had heard of it, she had no idea what being an executor actually meant!
Agreeing to be an executor is an important decision. The main role of an executor is to carry out the terms of the Will.
The first thing an executor may… Continue reading
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