September 26, 2018
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 […]
August 24, 2018
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 […]
August 17, 2017
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 […]
August 09, 2017
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 […]
July 19, 2017
Keeping it in the family – one trust per child or all children in one trust? One issue that comes up in nearly every estate planning exercise with two or more children is whether the children should receive their inheritance in a single testamentary trust for all children (and ultimately grandchildren) or via a separate testamentary trust […]
July 13, 2017
Home is where the heart is – dealing with the family home in the will When it comes to estate planning, dealing with the family home always requires special consideration, especially where the willmakers are a couple and they are using testamentary trusts which will come into effect on the death of the first spouse […]