Estate Planning

Importance of Estate Planning

The Importance of Estate Planning

Estate Planning, Thought Leadership, Trusts

Lessons from Over 40 Years in Trust and Succession Law. This article brings together the full collection of books authored by Dr Mervin Messias, categorised to help readers identify which areas of estate planning are most relevant to their personal circumstances. Whether navigating foundational planning or more complex structures, each book has been designed to provide clear, practical guidance tailored to different needs.

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Power of Attorney and your family

The Enduring Power of Attorney

Estate Planning, Power of Attorney, Thought Leadership, Trusts

Why You Should Secure an Enduring Power of Attorney While You Are of Sound Mind

In life, we plan for many things—education, career, family, and retirement. Yet, one crucial aspect often gets overlooked: ensuring that our financial and legal affairs will be managed effectively if we ever lose the capacity to do so ourselves. While the law has not yet been changed to fully accommodate enduring powers of attorney, it is wise to take proactive steps to secure one while you are still of sound mind.

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Team Approach to Estate Planning Banner

The Team Approach to Estate Planning

Estate Planning

What is the team approach to estate planning?

A team approach to estate planning is an approach highly recommended. It is most generally impossible to achieve the highest levels of professional competence and service without the utilization and assistance of the client’s other professional advisors. Accountants, insurance professionals, financial planners, stock-brokers, and investment counselors are invaluable resources to you and your attorney as you mutually work toward meeting your overall goals and objectives.

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Begin Estate Planning

How to Begin the Estate Planning Process

Estate Planning

How do we get started? What will my spouse and I need for the first meeting with our estate planning attorney?

Once you have found an estate planning attorney who is right for you, you should ask the attorney what you need to do to get the estate planning process under way. Most estate planning attorneys will have some sort of information sheet which you can fill out in order to outline in detail the specifics of your finances for the initial consultation.

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