Resources

Success Stories

You cannot protect your relationship, but you can protect your assets

You may need assistance to have your Estate and Trust set up effectively so that your assets are protected in the event of relationship and familial breakdowns. The following scenarios show where Trusts and Estate Planning Management can affect the outcomes in real life situations.

Case Studies

Read some success stories

Re-Partnering Breakdown

A 75-year-old Widower enters a relationship with a 60-year-old woman.

The Widower drafts his Will, leaving all assets to his new girlfriend. She assures the

Reckless Children

An elderly mother dies. She has 2 adopted children.

The adopted son is hard working and runs a cleaning business. The adopted daughter has had many issues with drugs and alcohol.

Relationship Breakdown

Two elderly people are living as a de facto couple. Both individuals have children from previous marriage but neither party had effective Wills preserving the property for their respective…

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