Death and Leaving Assets to Non-Residents and CGT The general rules is that death does not trigger CGT. There is no CGT when title is...
Tax Deductions of Donations to Charities on Death Many people want to donate to charities after they die through their wills. Normally a gift...
Adopted Children and Wills The laws of adoption differs from state to state, and so does the laws of succession. So the following is a...
So, I'm dying. I believe I've got about 40-50 years left - maybe a little more if I'm lucky. Having invested in many property cycles by then, I...
Trusting others with your Asset Protection I have seen a number of people who have set up asset protection strategies whereby they use other...
Taxation of Super Death Benefits When a person dies their superannuation will be paid out to either a dependant or to their estate (and then...
Hi All We have had the second estate come in this year where the male died without a will (intestacy) with investment properties and young...
A potential problem could arise in a will if the testator uses vague language: “I give my car to my son” If the testator writes this in 2016...
Consider naming Children in the will Where someone leaves a gift to ‘my children’ there can be issues with working out who these children are....
Terminal Illness – tax aspects to consider Read this in conjunction with my Legal Tip 133: Terminal Illness – Legal Aspects to Consider Legal...
Terminal Illness – Legal Aspects to Consider Please read this in conjunction with my tips on the tax aspects to consider. Being diagnosed with a...
Strategy: Incorporating Parents into Property Planning Sometimes I see missed opportunities for families to group together and work for the...
Some Estate Planning Implications of Bucket Companies A bucket company may end up holding large sums of cash and should, therefore, be considered...
Gifts in a will and Residue – someone missing out When someone is left the ‘residue’ of an estate they could have their gift reduced or miss out...
Setting up a Testamentary Trust after someone’s Death It is possible to set up a trust to transfer an inheritance into, even if the deceased did...
Tax Issues with Paying Executors of Estates Many people want to leave something extra to the executor of their estate upon death. The position of...
Death, Inheritance and Rents After someone dies and leaves their property to someone there will be a long period before the property title...
Properly Documenting Gifts It is very important to properly document any substantial gifts made. This needs to be done to avoid disputes over...
Multiple Trusts as an Estate Planning Strategy Imagine you control one trust, a discretionary trust. When you die the assets of the trust cannot...
What does the Executor of a Will do? Agreeing to become an executor of a will is a serious job. It is a good idea to ask a friend, with a bit of...
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