In 2023, the 2021 Economic Investment Certificate and Residential Certificate policies were revised and combined to create a single policy known as the Economic Investment Residential Certificate (EIRC) Policy, which came into effective on 31 March 2023. The EIRC policy provides a pathway for non-Bermudian...
In Bermuda there is no automatic requirement for a person’s estate to be probated following death. In fact when providing estate planning advice it is often the goal to arrange a client’s estate in such a way that upon death there is no meaningful estate to...
By Nathan Samuels & Stephanie Matthews Effective estate planning will ensure, primarily, that (i) your affairs will continue to be managed during your lifetime in the event that you become incapacitated and (ii) that your assets are distributed according to your wishes after your death. Your primary...
With so much uncertainty, many of our clients have expressed genuine concern about their personal estate planning. How does this current crisis affect my existing estate plan? Does it even make sense for me to consider my estate plan in such an unsettled environment or...