by Ico Ho | 6 - 351, 6 - Build and protect your wealth (including trusts), Solution Brief
You’ve decided that a BFA is right for you. So what happens next? Step 1: Instructions The first step is for you to find a lawyer to brief on the background of the matter and what you want to achieve from the Binding Financial Agreement (‘BFA’). Your...
by Ico Ho | 6 - 351, 6 - Build and protect your wealth (including trusts), Solution Brief
Agree upfront and avoid costly disputes down the track. What is a Binding Financial Agreement? A ‘Binding Financial Agreement’ (or ‘BFA’) is a way for couples to record how they will divide their assets and liabilities if their relationship breaks down, or if their...
by Ico Ho | 6 - 287, 6 - 288, 6 - 289, 6 - 290, 6 - 291, 6 - 320, 6 - Build and protect your wealth (including trusts), 8 - 264, 8 - 265, 8 - 266, 8 - 267, 8 - 330, 8 - 339, 8 - 61, 8 - Pass on your wealth (including EP), Solution Brief
Your estate planning documents are the key to ensuring your estate is managed smoothly and in accordance with your wishes. This covers the time from when you may lose your mental capacity, to after your death when your estate passes to the people you have selected to...
by Ico Ho | 6 - 287, 6 - 288, 6 - 289, 6 - 290, 6 - 291, 6 - 320, 6 - Build and protect your wealth (including trusts), Solution Brief
Testamentary Trusts come in all shapes and sizes. From the very simple, to the super sophisticated. We discuss some of the more common options you may wish to consider for your Testamentary Trusts below. Beneficiary or ‘independent’ Trustees The ‘Trustee’ is the...
by Ico Ho | 6 - 287, 6 - 288, 6 - 289, 6 - 290, 6 - 291, 6 - 320, 6 - Build and protect your wealth (including trusts), 8 - 264, 8 - 265, 8 - 266, 8 - 267, 8 - 330, 8 - 339, 8 - 61, 8 - Pass on your wealth (including EP), Solution Brief
This Solution Brief discusses the key considerations for choosing the Executors and Trustees for your Will. Your Executors are the people who will take care of your wealth after you have died. Their tasks include locating your Will, finding out what assets and...
by Ico Ho | 6 - Build and protect your wealth (including trusts), 8 - Pass on your wealth (including EP), Solution Brief
A Guardianship Plan is a written record that you prepare as parents, detailing what you want for your child if both (or either) parent dies or can no longer perform their role as parent or guardian. Background The aim of your Guardianship Plan is to provide a set of...
