Client Stories
Sam decided to SUPER charge her estate plan!
How to Supercharge your estate plan with a Testamentary Trust
Bill and Jen protect their home from law suits
For many Australians, the lions share of their wealth is in the equity in their home which they hold as sole tenant or perhaps as a joint tenant with their partner or spouse. Should they get into hot water and cause someone loss or become involved in litigation, a successful claim against them could lead to a seize and sell order in order to satisfy the debt. If the house is worth $600,000 and the mortgage is sitting at $300,000, the equity in the property of $300,000 could then be applied to paying the debt. Bill and Jen found a way to protect their assets.
Rani updates her Will to insulate her daughter’s inheritance from failed relationship
Rani recently got in touch with me to update her Will. A busy professional woman in her fifties with a daughter Sneha in her early twenties and on the cusp of those years that can be fraught with bust ups and bruised hearts. Not to mention property settlement litigation. Rani had heard about Testamentary Trusts and was interested in whether that could help secure the inheritance her daughter would receive. She got in touch to find out more.
Busy FIFO professional needs a Will
When you are working remotely, the time you spend at home is precious. You want to relax, perhaps do a spot of golf or gardening and be with you family, not running around taking care of administrative tasks. Max worked out of the Middle East and wife Grace ran the family home on the Gold Coast and took care of their three children. Getting his Will settled had been on his mind but just never taken priority. Max knew he needed to get something in place and when one of our newsletters arrived in his inbox with a Will reminder, he took a few moments to email me.