Blog

The key benefits of a testamentary trust are: Testamentary trusts offer fantastic tax flexibility. In fact, testamentary trusts are the only environment where you can…

Trusts work by separating control of the assets held in the trust from the benefit.  The person who has control of the trust assets…

The phrases ‘testamentary trust’, ‘testamentary discretionary trust’, TT, TDT…. are all just ‘lawyer speak’ for a trust set up in a will that starts when…

Testamentary trusts are a powerful estate planning tool. Many people choose to include a testamentary trust in their Will because of the asset protection…

Your Will gives your family and loved ones certainty about your intentions. It will save them inconvenience and costs at a time when they…

Another cautionary tale from our files:  our client’s mother went overseas on a cruise.  The Greek Islands.  Midway through the cruise, she had a…

This is the tale of a modestly wealthy father, who made what he thought was a loan to his daughter and son-in-law at about…

Your death is an opportunity!  You probably don’t see it that way, yet. It’s an opportunity for your children to avail themselves of some big…

Not your marriage!  We’re talking about the marriages (actual or de facto) of your children. You’ve worked hard for your wealth. Do you want…

By disinheriting we mean cutting them out altogether or leaving less than an equal share. There may be good reasons for doing so: sometimes…