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 and Superannuation Assets

Estate Planning and Superannuation Assets are important considerations in Australia, where compulsory superannuation is now held by almost every adult - and certainly by all who have worked full-time any time in the years since it commenced in the 1980's. One of the measures of the success of an estate planning strategy is the effectiveness by which the value of the assets (‘the right amount’) transfer from the testator to [...]

By |2018-02-06T14:35:42+10:00January 11, 2012|Estate Planning, Superannuation Strategies|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 [...]

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