We have found Andrew’s presentations invaluable in helping our clients
We have found Andrew’s presentations invaluable in helping our clients protecting their assets, both in their lifetime and leaving the control of assets to the people of their choice upon their death.
Mutual Wills
You die, your assets pass to your spouse. Your spouse then dies – and your spouse’s new partner ends up with all your assets. What about your children? They miss out.
Powers of Attorney – Which one do I need?
Your Power of Attorney is a legal document which appoints one or more persons to look after your financial affairs on your behalf while you are still alive. There are several different types of Powers of Attorney, and it is important that you get the right one.
How much should I spend on a Will?
It is similar to buying a car – up to a certain price, you get what you pay for. But getting your estate planning done correctly is a little more important than buying a car – you only die once. Here are some things to weigh up when considering your options.
8 common misconceptions about Wills
In this article we discuss 8 common misconceptions we regularly encounter when assisting people get their affairs in order.
What is ‘Business Succession’?
You spend most of your time working in your business. But how much time have you recently spent thinking about how to protect the wealth that you are building in your business, or how to realise and pass this wealth on?
Find out what you can do with a ‘testamentary trust’ in your Will
‘Testamentary Trusts’ come in all shapes and sizes. From the very simple, to the super sophisticated. This article discusses some of the more common options you may wish to consider for your Testamentary Trusts.
How should I hold my life insurance?
Holding your life insurance policy through your super fund is not always as “tax-effective” as you may think.
Education Testamentary Trusts
An Education Testamentary Trust can be set up through your Will to fund all or part of the cost of primary, secondary and/or tertiary education for your children or grandchildren (or other dependents or relatives). An Education Testmanetary Trust may also be a very tax-effective way to achieve this outcome.
How to make sure the wealth in your family trust ends up where you intend
How do I ensure that the assets in our “family trust” end up being shared among my children in a fair and appropriate manner? How do I pass control of my trust to the next generation, or control over specific assets? What are the tax consequences of passing on trust assets now, or when I die? Find out here.