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Case Study 2: Death, testamentary trusts Wills & income tax
Case Study 2: Death, testamentary trusts Wills & income tax
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Case Study 1: The right way to inherit
Welcome to our case study series. In Case Study 1 we examine how different life would be for typical Aussie family depending on their Will.
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Standard vs Comprehensive Wills
A quality Will must answer:
WHO is to receive an inheritance?
WHAT problems can we plan for?
HOW can we protect inheritances long-term?
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What information do we need to complete your testamentary trust Wills and why?
It can be a bit of a shock to realise that modern, comprehensive Wills like ours only need basic details like names, addresses and dates of
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