I’m always talking about how valuable testamentary trusts are, but does that mean every person should include one in their will? Not always. Check out my VLOG about when it’s okay NOT to use a testamentary trust in your will. And I’ve shared some links to my previous posts if you want to find […]
If we’ve ever caught up for a coffee or if you’ve heard me speak at a seminar, you will know that Testamentary Trusts are my FAVOURITE estate planning tool. I get asked all the time about testamentary trusts: are they worth the money or just over complicating things? Short answer? I believe that a testamentary […]
What happens when a person dies and they didn’t include a testamentary trust in their will? Is it possible to set up a post-death testamentary trust? The answer is Yes, maybe, sometimes….. Watch to find out more. The transcript of the above video is below: Hi, it’s Tara Lucke here! I had a question come […]
Will a surviving spouse really benefit from a testamentary trust? This question has come up with clients twice in the last week and I thought my two cents (should it be five cents now?) was worth sharing with all the other readers of the blog. Further to my previous blog posts Testamentary trusts: worth every […]
To BDBN or not to BDBN, that is the question For a significant proportion of the Australian population, superannuation and life insurance held via superannuation will constitute one of their largest assets. However, there is a common misconception held by many that superannuation automatically forms part of the pool of assets distributed by their will. The […]
I love helping clients reach peace of mind about the protection of their wealth and transition to the next generation.
