Legal Adviser liaison

When does your financial planner need to liaise with your legal adviser? Part of the role of professional advisers is to recognise their skills and expertise - and to acknowledge when the needs of any of their clients is outside those boundaries. Whilst financial planners, accountants and other business advisory consultants may be familiar with and have some understanding about various laws, regulations and documentation, legal advisers need to be [...]

By |2020-03-04T16:32:39+10:00January 13, 2010|Wealth Management|0 Comments

Testamentary Trust benefits in estate planning

Estate Planning strategy Testamentary trust benefits in estate planning range from flexibility for the testator;  to clarity of intent for the executor (and/ or the trustee). A Testamentary trust can best be thought of as a trust that is created by a provision in your Will: it will provide guidance for specified assets in your estate following your death. For many, it is a simple 'family discretionary trust' settled by [...]

By |2017-07-31T14:55:15+10:00August 27, 2009|Estate Planning|0 Comments
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