Estate planning foundation: a valid Will

Apart from the time to consider all of the issues that need to be considered in formulating an estate plan, the estate planning foundation: a valid Will, is core to the end process. Is my Will fully valid; and up to date? Estate planning is, as noted earlier in this series of posts, a process more so than a set of documents. However, the documentation of that process is critical [...]

By |2018-01-15T12:54:40+10:00February 1, 2012|Estate Planning|0 Comments

Estate planning for younger children

Estate planning for younger children may seem at odds with our understanding of when a Will for instance, needs to be considered, but in this post we consider the special needs that surround the planning aspects when young children are likely to be impacted. Using a Testamentary Trust to split estate income with young Children An Estate Planning strategy that has grown in popularity in recent times is the use of [...]

By |2018-02-06T14:18:36+10:00January 25, 2012|Estate Planning|0 Comments

Estate Planning with a Testamentary Trust

Estate Planning, as we come to understand through reading this series of posts, is an important - and sometimes complex - process: estate planning with a testamentary trust may appear complicated, but when compared with the confusion and complexity that can arise in certain family situations, is an estate administration simplification tool. What is a testamentary trust? A testamentary trust is a trust established under the terms of a Will. It is usually reasonably [...]

By |2018-02-06T14:27:20+10:00January 18, 2012|Estate Planning|0 Comments

Estate planning for a Self-Managed Super Fund trustee

The value in estate planning for a self-managed super fund trustee is in the clarity and certainty it provides them - and for them - in the event of the death of a member of the Fund (and for the surviving members when the deceased was the trustee). What happens when a self-managed super fund trustee dies? The consequences of the death of a SMSF trustee, or indeed of a shareholder [...]

Estate Planning and company-owned assets

Whilst you might understand that not all assets at the disposal of the testator are estate assets, estate planning and company-owned assets require particular attention because of the legal implications of each environment. Do assets owned in a family company form part of a deceased estate? One of the financial complications for family members after a death is the treatment of the assets owned by a family-held company (and which, over a [...]

By |2018-02-06T14:47:32+10:00December 28, 2011|Estate Planning, Wealth Management|0 Comments
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