For Married Couples

With each marriage come new rights and new responsibilities. If you created an estate plan when you were single, then you should bring your estate plan up-to-code to reflect your new situation following marriage.

Learn more about married couples planning

For Minor Children

Are you the parent of minor children? If yes, then they are your most valuable treasure. So, what arrangements have you made for their care should something happen to you and their other parent?

Learn more about arrangements for minor children

For Blended Families

Times have changed. In the new millennium, whether due to the death of a spouse or through divorce, blended families now outnumber traditional nuclear families. And the number is likely to grow, based on current statistics and trends.

Learn more about planning for blended families

Business Owners

You own a business – maybe a family farm. How do you protect your assets from creditors, predators and gold-diggers?

For Retirement

You have arrived. Just a moment ago you were Nearing Retirement. When did you get to this place in life so quickly? What do you need to do right now in preparation for that day?

Learn more about planning for your retirement

10 Simplifying

Time to downsize and get rid of some of the clutter? Perhaps looking at residential accommodation options and thinking about

Learn more about planning for your retirement legacy.