Will & Estates

The 2 categories which affect what type of Will you should have are Financial, and the other is your loved ones (beneficiaries).  The Financial Issues are things such as, the amount of wealth you have, the amount of Life Insurance, your superannuation balance and age, any companies or trusts you control or own these are…

There are many things that can be done to reduce and almost eliminate anyone challenging your Will when you die. Part of this is Legal knowledge.  There are many “tricks” to lock down your Will from any challenge. There are also some steps that can be done to greatly prevent  anyone challenging your Will. When…

Everyone needs a Will.   Without one you can almost guarantee that lawyers will be involved and tens of thousands of dollars of your wealth will go the the lawyers if someone decides they should have received more than the law states they get.  However, this can be largely avoided by you having a Will, a…

Well it might be possible.  The strategy comes from Financial Planning Advice, and how to put it together correctly comes from legal advice.  But it has to be put together correctly or nothing will work. Get the Edge – Conrad Turnbull our owner has been a Financial advisor previously for many years and is our…

If your Will is 1 or 2 pages long and you have more than $500,000 in assets, super and insurance, most likely you could have the wrong will.   This is costly!  Why?  Instead of your loved ones (eg young children) getting $22,000 tax free each year, they’ll be taxed.  They should not pay tax on…

Your Will can only deal with assets and liabilities.  For example, a house, a credit  card debt, some shares you might have in company.   What about your superannuation?  What about Insurance policies on your life?  They usually get paid to the beneficiary directly.  But there are often strategies that can be used to get…

Certain types of Wills are often challenged by others.  This means you don’t get to give your loved ones your money the way you intended.  Do you think that’s fair? Is it fair that a Court can rewrite Your Will? Well there are a few things you can do in order to prevent anyone ever…