Wills & Estate Planning

Wills, Probate, Testamentary trusts

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  1. StampDuty

    Transferring a property out of an estate

    StampDuty, 8th May, 2021 at 11:45 AM
    Replies:
    14
    Views:
    296
    StampDuty
    10th May, 2021 at 11:15 PM
  2. BalloonTree

    Estate planning - creating trust in SA so you can extend it indefinitely?

    BalloonTree, 9th May, 2021 at 4:51 PM
    Replies:
    16
    Views:
    182
    [email protected]
    10th May, 2021 at 3:59 PM
  3. Mady

    Make a will

    Mady, 4th May, 2021 ... 2 3
    Replies:
    40
    Views:
    1,041
    Terry_w
    9th May, 2021 at 8:29 PM
  4. Big A

    Most suitable vehicle for intergenerational investing

    Big A, 20th Mar, 2021 ... 2 3 4
    Replies:
    71
    Views:
    2,330
    [email protected]
    5th May, 2021
  5. Terry_w

    Legal Tip 336: Tell the Next Appointor that they will be the Appointor

    Terry_w, 26th Apr, 2021
    Replies:
    1
    Views:
    191
    [email protected]
    26th Apr, 2021
  6. Terry_w

    Legal Tip 335: Death, Beneficial Ownership and Inheritance

    Terry_w, 21st Apr, 2021
    Replies:
    1
    Views:
    262
    [email protected]
    21st Apr, 2021
  7. balwoges

    Contesting a Will

    balwoges, 18th Jun, 2019 ... 2
    Replies:
    27
    Views:
    1,843
    Stoffo
    20th Apr, 2021
  8. Single

    Dealing with 2 deceased estates

    Single, 4th Feb, 2021 ... 2
    Replies:
    37
    Views:
    1,648
    Single
    27th Mar, 2021
  9. Sydneyboy

    Inheritance for kids

    Sydneyboy, 27th Mar, 2021
    Replies:
    9
    Views:
    597
    Sydneyboy
    27th Mar, 2021
  10. flywire

    Estate Distribution Timing

    flywire, 25th Mar, 2021
    Replies:
    2
    Views:
    293
    flywire
    25th Mar, 2021
  11. Bean27

    Retirement Planning if you get sick

    Bean27, 25th Feb, 2021 ... 2
    Replies:
    22
    Views:
    1,234
    AndrewM
    19th Mar, 2021
  12. 1stepcloser

    Will

    1stepcloser, 18th Mar, 2021
    Replies:
    1
    Views:
    245
    [email protected]
    18th Mar, 2021
  13. Rooky

    will with testamentary trust by willwizard.com.au

    Rooky, 8th Feb, 2021 ... 2
    Replies:
    20
    Views:
    1,123
    JakeW
    10th Mar, 2021
  14. Aspirant

    The practicals of creating a DTT

    Aspirant, 31st Oct, 2020
    Replies:
    14
    Views:
    865
    Terry_w
    26th Feb, 2021
  15. JohnPropChat

    The 4 Asset Silos

    JohnPropChat, 25th Feb, 2021
    Replies:
    7
    Views:
    469
    Terry_w
    25th Feb, 2021
  16. Terry_w

    Legal Tip 332: Why the initial trustee of a Testamentary Trusts is not usually a company?

    Terry_w, 25th Feb, 2021
    Replies:
    0
    Views:
    250
    Terry_w
    25th Feb, 2021
  17. Terry_w

    Legal Tip 172: Who will look after your minor children if you die?

    Terry_w, 24th Jan, 2018
    Replies:
    5
    Views:
    1,486
    [email protected]
    22nd Feb, 2021
  18. Property Guts

    The defacto, the dad, the will and the reverse mortgage...

    Property Guts, 17th Jan, 2021 ... 2
    Replies:
    24
    Views:
    1,692
    Joynz
    11th Feb, 2021
  19. Terry_w

    Legal Tip 329: Who Pays Debts of a Person that Dies?

    Terry_w, 9th Feb, 2021
    Replies:
    8
    Views:
    593
    jaybean
    10th Feb, 2021
  20. Terry_w

    Legal Tip 328: Dying without a will or any Relatives - Who inherits?

    Terry_w, 8th Feb, 2021
    Replies:
    0
    Views:
    344
    Terry_w
    8th Feb, 2021
  21. Terry_w

    Legal Tip 325: Joint Offset Accounts and Death

    Terry_w, 1st Feb, 2021
    Replies:
    0
    Views:
    420
    Terry_w
    1st Feb, 2021
  22. luke83

    Property Transfer before death

    luke83, 29th Sep, 2019
    Replies:
    12
    Views:
    1,497
    MWI
    21st Jan, 2021
  23. Terry_w

    Legal Tip 200: The 3 Contingences to Plan for with Wills

    Terry_w, 14th May, 2019
    Replies:
    10
    Views:
    1,096
    Terry_w
    9th Jan, 2021
  24. Gangadhar Josyula

    Transfer of investment property via a will to a family trust

    Gangadhar Josyula, 20th Dec, 2020
    Replies:
    2
    Views:
    826
    Terry_w
    20th Dec, 2020
  25. Terry_w

    $10mil left to neighborhood in will

    Terry_w, 10th Dec, 2020
    Replies:
    7
    Views:
    1,215
    datto
    11th Dec, 2020
  26. Millie

    Willing to a Super fund

    Millie, 13th Nov, 2020
    Replies:
    13
    Views:
    1,085
    Millie
    16th Nov, 2020
  27. Terry_w

    Legal Tip 315: Estate Planning Consequences of Recording Beneficial Ownership Wrongly 2

    Terry_w, 22nd Oct, 2020
    Replies:
    1
    Views:
    493
    [email protected]
    16th Nov, 2020
  28. JasonC

    Equalizing Will to account for CGT?

    JasonC, 3rd Nov, 2020
    Replies:
    4
    Views:
    733
    Terry_w
    4th Nov, 2020
  29. qak

    Estate (NSW) - distribution, sale or appropriation.

    qak, 2nd Nov, 2020
    Replies:
    7
    Views:
    419
    qak
    2nd Nov, 2020
  30. coins

    Changed Will overturned by court - Article

    coins, 28th Oct, 2020
    Replies:
    7
    Views:
    823
    Stoffo
    29th Oct, 2020
  31. Terry_w

    Legal Tip 164: How often should wills be reviewed?

    Terry_w, 4th Aug, 2017
    Replies:
    2
    Views:
    1,518
    [email protected]
    28th Oct, 2020
  32. Terry_w

    Legal Tip 313: Estate Planning Consequences of Recording Beneficial Ownership Wrongly

    Terry_w, 14th Oct, 2020
    Replies:
    0
    Views:
    493
    Terry_w
    14th Oct, 2020
  33. Terry_w

    Legal Tip 310: Death without Divorces Formalised

    Terry_w, 8th Oct, 2020
    Replies:
    1
    Views:
    935
    [email protected]
    8th Oct, 2020
  34. Terry_w

    Legal Tip 301: When Not to Have your Super Paid to the Estate on Death

    Terry_w, 26th Aug, 2020
    Replies:
    1
    Views:
    985
    [email protected]
    7th Sep, 2020
  35. Terry_w

    Legal Tip 191: Testamentary Trusts and Bucket Companies

    Terry_w, 4th Feb, 2019
    Replies:
    9
    Views:
    2,349
    [email protected]
    21st Aug, 2020
  36. Dogby

    Executers of a trust dont agree

    Dogby, 19th Aug, 2020 ... 2 3
    Replies:
    53
    Views:
    1,648
    wylie
    21st Aug, 2020
  37. Terry_w

    Legal Tip 207: Bucket Companies and Death

    Terry_w, 3rd Jun, 2019
    Replies:
    4
    Views:
    1,054
    [email protected]
    18th Aug, 2020
  38. Mill

    Family Wealth Structure

    Mill, 29th Mar, 2020
    Replies:
    9
    Views:
    1,674
    Terry_w
    10th Aug, 2020
  39. Terry_w

    Legal Tip 298: Nominated as Executor but don’t want to do it?

    Terry_w, 27th Jul, 2020
    Replies:
    0
    Views:
    676
    Terry_w
    27th Jul, 2020
  40. newfound

    Passing assets to the kids

    newfound, 25th Jul, 2020
    Replies:
    3
    Views:
    1,073
    Terry_w
    25th Jul, 2020
Showing threads 1 to 40 of 234

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