by Ico Ho | 8 - 264, 8 - Pass on your wealth (including EP), Solution Brief
Phone Wills are another way to get your Estate Planning in order Step 1: Preliminary background, objectives and fees If you have been referred to us by a professional adviser or friend, they may have already provided us with some background information about you, and...
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 | 8 - 264, 8 - 265, 8 - Pass on your wealth (including EP), Solution Brief
It is an essential requirement of a valid Will and Enduring Power of Attorney that the testator/donor possesses the requisite testamentary capacity. It is an essential requirement of a valid Will and Enduring Power of Attorney that the testator/ donor possesses the...
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...
by Ico Ho | 6 - 288, 6 - Build and protect your wealth (including trusts), Solution Brief
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 dependants or relatives). How is it funded? In order to set up such a trust,...
by Ico Ho | 8 - 264, 8 - Pass on your wealth (including EP), Solution Brief
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...
