Divorce Protection Trust in your Will – stop step-children taking your money at death Your daughter-in-law knows you have money and that you are old. She tolerates living with your son a little longer. You die. She immediately leaves your son. She asks the...
Protecting vulnerable children in Wills Training Course Building 3-Generation Testamentary Trust Wills online with Adjunct Professor, Dr Brett Davies FREE Start for free Checklist Protecting a vulnerable child When you build your Wills on our website you are asked for...
A ‘lost’ Will is not automatically a ‘revoked’ Will – lost vs revoked A Will is valid until it is intentionally revoked by the Will-maker. The Will-maker must be of sound mind to revoke a Will. A person holding a POA for the Will-makers...
Family Trust succession planning Many assets don’t go into your 3-Generational Testamentary Trust Will at death. These assets do not go into your Will: Joint tenancy Superannuation (well not automatically) Cross-owned insurance Family Trust assets (except for...
Use a law firm’s website to update SMSF Deeds You would have thought it was straightforward to change the Trustee of a Self-Managed Superannuation Fund. Not so you if you read Moss Super Pty Ltd v Hayne [2008] VSC 158. A member died. The surviving member tried...