Blog
Understanding the Roles in a Family Trust
Understanding the Roles in a Family Trust (and why getting them wrong causes problems later) Family trusts are often described as if they’re simple containers that hold assets.
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Moving into a Retirement Village When You Have a Family Trust
If you’re moving into a retirement village and you have a family trust, don’t assume everything will slot neatly into place. Villages take very different approaches to trust-owned assets, and your ORA is often the moment when long-ignored trust issues surface. A quick review can confirm whether the trust still protects you, needs updating, or is simply adding complexity you no longer need. If your trust hasn’t been reviewed in five years, now is the time to check it’s working for this next stage of life.
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Planning for Memory Care & Residential Care Subsidies
A practical guide for families facing decisions for loved ones suffering from dementia and in need of memory care. Includes Enduring Powers of Attorney, trusts, Advance Care Plans, and Residential Care Subsidy planning.
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Retirement Village Living or Staying Home? The Two Very Different Realities
Many people want to stay home, others embrace retirement village life. Take a look at this week's blog post which explains both realities and how to decide what’s right for you.
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Occupation Right Agreements Explained: A Plain-English Guide for NZ Residents
A clear, plain-English guidance on Occupation Right Agreements in New Zealand. Learn what an ORA is, how it works, and why independent legal advice is required before moving into a retirement village.
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Who Wants to Be an Executor?
You’ve been named as an executor in someone’s Will. Cue the lights, music, and suspense. . . . . . Who wants to be an executor . . .
What Happens If You Die Without a Will in New Zealand
When someone dies without a Will, the law — not their family — decides who inherits. The rules under New Zealand’s Administration Act 1969 may seem fair on paper, but they rarely match what people would have wanted. Here’s how the law divides an estate and why putting a Will in place ensures everything is handled as you intend.
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Inside a Will: What the Key Clauses Actually Do
Understand what’s really in a New Zealand Will. Learn what each clause means, why it’s there, and how the details protect your estate and family.
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Simple vs Complex Wills: Why the Details Matter
When most people think about writing a Will, they picture something straightforward — a few pages that say who gets what. And for some, that’s exactly what’s needed.
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The Best Gift This Christmas Might Not Come Wrapped
As Christmas creeps closer, most of us start thinking about gifts, food, and family time (maybe spent abroad).
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