Tag Archives: Beneficiaries
Who Gets Your Superannuation When You Die?
Ensure your superannuation savings go to your chosen beneficiaries by understanding the rules and keeping your nominations up to date. Continue reading
Posted in Estate Planning, Family Law, Financial Planning, Retirement Planning, Superannuation
Tagged Beneficiaries, Estate Planning, Financial Planning, Superannuation
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To be or not to be the Executor
Being asked to be an executor of someone’s Will is an honor, but it comes with significant responsibilities. Learn about the duties involved, potential challenges, and when it might be best to decline the role. Continue reading
Posted in Elder Care, Estate Planning, Family Law, Financial Planning, Legal Advice
Tagged Asset Distribution, Beneficiaries, Estate Management, Estate Planning, Executor Responsibilities, Funeral Arrangements, Legal Advice, Legal Duties, Probate, Tax Returns, Trustee Companies, Will Executor
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Should you consider a testamentary trust?
Worried about your family’s future after you’re gone? A testamentary trust might be the solution. Learn how this estate planning tool can provide tax advantages and protect your assets for your beneficiaries, ensuring your wishes are honored. Continue reading
Posted in Estate Planning, Family Law, Financial Planning, Legal Advice, Trusts
Tagged Asset Protection, Beneficiaries, estamentary Trust, Estate Planning, Financial Planning, Inheritance Management, Legal Advice, Tax Advantages, Trusts, Will and Testament
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