
Thoughts and resources from the team.

What is a ‘gift and loan back’?
A gift and loan back arrangement allows the net equity in an asset to be securitised by a related entity for asset protection purposes.

Ever considered the date you will die?
Call me morbid. I don’t mind. I speak to people about their theoretical death every day.

Picking Guardians
Picking Guardians

Why the executor is essentially the ‘Oprah’ of your estate.
Why the executor is essentially the ‘Oprah’ of your estate.