Explore the key advantages of incorporating a testamentary trust into your estate plan. From asset protection and controlled distribution to tax efficiency and special needs considerations, learn how a testamentary trust can secure your legacy and protect your loved ones.
The Significance of Witnessing a Will When preparing a Will, it's not only the wishes of the testator that matter; the legal requirements surrounding its execution play a pivotal role in its validity. At the heart of this process is the crucial act of witnessing a Will. This step might seem trivial, but its [...]
Joint Tenancy vs. Tenants in Common and the Implications for Inheritance Planning Written by Adam Mitchell In the midst of emotional turmoil following Tom's passing, the complex legal landscape surrounding property ownership and inheritance becomes apparent. Tom's marital history, property ownership, and his Will's stipulations all play critical roles in determining the fate of [...]
Don't Leave Your Loved Ones at a Disadvantage: The Importance of Having a Legal Will Written by Adam Mitchell The Surprising Statistics: Where Most Australians Stand Are you one of the 50% of Australians do not have a legal will in place? While it may be comforting to know you're not alone, being part of [...]
Third article by Jack Langley in the Innovation Generation Conference series. Innovation Generation Conference: Insights for Young Farmers and Ag-Based Professionals: Part Three: The Importance of Successful Succession Planning in Farming Families. Succession planning Successful succession planning is crucial for farming families who wish to see their legacy continue. Succession planning involves [...]
