The Australian guide to wills + estate planning : how to plan, protect and distribute your estate / by Andrew Simpson
By: Simpson, Andrew.Publisher: Milton, QLD : Wiley, 2019Description: xiii, 318 p. ; electronic resource.ISBN: 9780730373186.Other title: The Australian guide to wills and estate planning.Subject(s): Australia | Estate planning | Trusts | Wills | Retirement | Personal financeOnline resources: Download as an eBook
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UNDERSTANDING ESTATE PLANNING: What is estate planning? -- Estate assets -- Intestacy. THE WILL: Planning your will -- Appointment of executors -- Contents of the will -- Updating, revoking and storing your will -- Protecting your will from challenge. TRUSTS AND ESTATE PLANNING: An introduction to trusts -- Types of trusts -- Testamentary trusts -- Capital-protected and protective trusts -- Proceeds trusts. TAXATION AND SUPERANNUATION: Taxation and death -- Death and superannuation. LIFETIME PLANNING: Powers of attorney -- Binding financial agreements -- Business succession and estate planning -- Life insurance -- Planning ahead - arranging your funeral. ESTATE PLANNING AND ELDER LAW: Centrelink and estate planning -- Centrelink and the treatment of private trusts and companies --Reverse mortgages -- Aged care -- It's up to you now.
Discusses how to leave your wealth to your beneficiaries, avoid family disagreements, and protect your financial legacy. Offers jargon-free advice to prepare for the future, including planning retirement, writing a will, and distributing assets. Includes tax guidelines.