Archive for the ‘Information’ Category

What is a Will?

Tuesday, July 1st, 2008

A Will is a written document, in a special format, which is designed to carry out your wishes for your assets after your death. It can also provide instructions on other matters, such as selecting guardians for your infant children, and your funeral/burial arrangements. A Will only takes effect once you ...

Do I need an Estate Planner ?

Monday, June 23rd, 2008

If your needs are more complex, an estate plan extends to asset protection and the ongoing minimisation of income tax for your beneficiaries. A minor change or addition to your Will can be done simply by adding a ‘Codicil’ which is an additional document that becomes part of your Will. An ...

What should I do when preparing a Will?

Monday, June 23rd, 2008

Make a Will - if you don't have one, you haven't even reached first base! Try and be fair in your Will to all dependants. This will avoid problems later. Your Super Trustee is less likely to cut across your Will, and it reduces the risk of ...