Testamentary Assessments for Complex Finances
Complex assets do not automatically remove testamentary capacity. The assessment considers the person’s broad understanding of their own estate and proposed will under Banks v Goodfello…
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Finances
Browse guidance and practitioner perspectives on Finances. The articles below explain the relevant questions, evidence and practical considerations; check each article's date, sources and jurisdiction.
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What is capacity to manage finances?
Financial capacity must reflect the person’s actual affairs and available support. Someone may make everyday spending decisions while needing help with more complex financial matters.
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