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Avoiding Ambiguity in Your Will

Avoiding Ambiguity in Your Will

by Bailey Selth | 8 - 264, 8 - Pass on your wealth (including EP)

Discover the implications of double gifting in Wills. Learn how intentional clarity can avoid inheritance conflicts.

What Happens When a Beneficiary Dies Before You?

What Happens When a Beneficiary Dies Before You?

by Bailey Selth | 8 - 264, 8 - Pass on your wealth (including EP), Uncategorized

Imagine this: You’ve carefully made your Will, making sure your loved ones will be taken care of when you’re gone. You’ve left a generous gift to your son, Jake. But then, something unexpected happens—Jake passes away before you do.

Should trust succession be part of my Will?

Should trust succession be part of my Will?

by Nicholas Walsh | 6 - 288, 6 - Build and protect your wealth (including trusts), 8 - 264, 8 - Pass on your wealth (including EP)

Discretionary or family trusts are often used by Australian family business owners seeking to separate business risk from their personal wealth.  When the controller of the trust dies, the assets in the trust are not dealt with as part of their Will.  What happens to...

Estate Planning: Superannuation

by Ico Ho | 6 - 287, 6 - Build and protect your wealth (including trusts), 8 - 264, 8 - Pass on your wealth (including EP), VideoPosts

Join our team as we answer your FAQs about superannuation. If you want to read a written version of these FAQs, click here.  To watch the rest of our Estate Planning series: The Importance of Estate Planning Wills Challenges to a Will Financial Decision Making and...

Estate Planning: Challenges to a Will

by Ico Ho | 8 - 264, 8 - 266, 8 - Pass on your wealth (including EP), VideoPosts

Join our team as we answer your FAQs about challenges to a Will. If you want to read a written version of these FAQs, click here.   To watch the rest of our Estate Planning series: The Importance of Estate Planning Wills Financial Decision Making and Medical &...

Estate Planning: Wills

by Ico Ho | 8 - 264, 8 - Pass on your wealth (including EP), VideoPosts

Join our team as we answer your FAQs about Wills. If you want to read a written version of these FAQs, click here.  To watch the rest of our Estate Planning series: The Importance of Estate Planning Challenges to a Will Financial Decision Making and Medical &...
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