Tag: Inheritance tax

The Importance of Effective Estate Planning

The Importance of Effective Estate Planning

| August 15, 2016 | 0 Comments

Long-term financial planning is complicated because there are so many variables at play.  But that is, in part, why planning is so important:  it is an attempt to establish some guidelines to manage your assets in the face of often unpredictable circumstances. And in order to truly understand the estate planning, first you have to […]

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Important Considerations – Administering and Distributing an Estate

Important Considerations – Administering and Distributing an Estate

| July 25, 2014 | 0 Comments

If the deceased has drawn up a will, administering and distributing their estate is generally very straightforward. There are, however, naturally exceptions, most notably when a will is disputed. There are a number of grounds on which a will could come under dispute, most notably undue influence, fraud, invalid procedure or mental incapacity at the […]

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