Assist client families to deal with the demise of a parent and support them through estate management and administration.
A checklist of issues to consider for clients in this phase of the 3rd Age.
Paper discussing the role of a Trustee and Adminstrator of an Estate.
Paper discussing practical tips for dealing with the death of a client and methods for retaining the family's business.
A brief introduction to this lifestage and its importance to your client's peace of mind.
Case study on helping a surviving spouse practically in their time of grief.
Case study demonstrating the complexity of an estate allowing for the provisions of a blended family situation
An interview with Robert Monahan of Monahan Estate Planning regarding the issues and pitfalls around Estate Planning.
An interview with Bill Mills of Price Financial Intelligence regarding the development of a Post Retirement Services offer and the provision of Estate Management services.