Special Disability Trusts in your Will

All our 3-Generation Testamentary Trust Wills contain Special Disability Trusts Should all Wills contain a Special Disability Trust? Yes. All Wills should contain the power to tip money from the dead person’s estate into one or more Special Disability Trusts. Do...

Lost Will vs destroyed Will vs valid Will

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...

Appointor insane? Family Trust succession planning

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...