Normal view MARC view ISBD view

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
Contents:
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.
Summary: 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.
Item type Home library Call number URL Status Notes Date due Barcode Item reserves
EBook EBook International
ProQuest eBook (Browse shelf) Link to resource eBook Available as an ebook here
Total reserves: 0

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.

© 2017 Chartered Accountants Australia and New Zealand ABN 50 084 642 571 (CA ANZ).
Formed in Australia. Members of CA ANZ are not liable for the debts and liabilities of CA ANZ

Powered by Koha

Powered by Koha