Asset Protection using Estate Planning

In the context of preserving assets for the continued use for which they were accumulated, even beyond your passing, asset protection using estate planning can secure assets for beneficiaries (including charities) at their optimum value. Asset protection using Estate Planning protects your gift Most people are happy to receive an inheritance: they will be even happier if they are able to retain the benefits of that gift.In our article “Flexibility [...]

By |2021-04-18T19:54:42+10:00November 23, 2011|Estate Planning|0 Comments

Important Estate Planning elements

What are the important estate planning elements? Some important Estate Planning elements include a Will, an enduring power of attorney (EPA) and insurance cover. In considering your Estate Plan, particularly the drafting of a valid Will, it is important to understand clearly what assets actually form part of your estate – not everything that you have control of is necessarily ‘yours to bequest’! The use of testamentary trusts and the appointment of appropriate executors/trustees are important considerations [...]

By |2018-09-26T12:20:13+10:00February 8, 2010|Estate Planning|0 Comments

Beneficiary

Defining 'beneficiary' for purposes of this article A beneficiary is a person who has a legal right to the use or enjoyment of an asset, even though the asset is not owned in his or her name. They have the right to 'benefit' from those assets. Why you should be interested in your beneficiary nominations In Trust and Estate situations, the beneficiary must be formally named in relevant documents to [...]

By |2017-07-31T14:26:41+10:00January 13, 2010|Estate Planning, Wealth Management|0 Comments
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