TESTAMENTARY TRUSTS
Discover one of the most powerful Estate Planning tools
WHAT YOU NEED TO KNOW ABOUT TT'S:
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A Testamentary Trust is a trust set up in a Will
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It is created to protect assets for the benefit of others
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It starts when the will-maker dies
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They are are not just for complex situations
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More and more everyday people are requesting Testamentary Trust Wills for their added benefits
KEY BENEFITS:
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Relationship protection
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Protection for immature beneficiaries
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Income tax flexibility
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Bankruptcy protection
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Rule from the grave
Testamentary Trust Will's are ideal for those with:
Relationship risks
It is important to you to protect inheritance from relationship risks such as divorce, separation or your surviving spouse
re-partnering after you die.
At risk beneficiary
You are leaving assets to a beneficiary who cannot be trusted to manage their inheritance appropriately and you are worried they will waste it.
Bankruptcy risks
It is important to you that the inheritance is protected from bankruptcy risks.
Insurance beneficiary
You are leaving at least $500,000 (including super and life insurance)
to one or more people.
Tax benefits
You want to leave an inheritance to minors who can each receive approx. $18,000 tax free income each year from investing the inheritance.
Case studies
Read some real life scenarios to understand how your family can benefit from having Testamentary Trust Wills.
