The Australian Guide To Wills And Estate Planning

Author : Andrew Simpson
Publisher : John Wiley & Sons
Page : 339 pages
File Size : 47,7 Mb
Release : 2019-08-05
Category : Business & Economics
ISBN : 9780730373186

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The Australian Guide to Wills and Estate Planning by Andrew Simpson Pdf

Where will your wealth go when you go? Get peace of mind for you and your family with current and valid estate planning. The Australian Guide to Wills and Estate Planning helps you leave your wealth to your selected beneficiaries, avoid family disagreements and protect your financial legacy. This plain-English guide makes estate planning easy — providing exactly what you need to know to get started. You have spent substantial amounts of time and energy creating your wealth. However, planning how your wealth is to be distributed after your death likely receives little attention. It is common for people to consider preparing a will only when a personal life event brings the topic to the fore – the death of a family member or close friend, a personal health issue or overseas travel. The emotional stress and time constraints associated with such circumstances are avoidable if you plan your estate today. Wills and estates expert Andrew Simpson shares his extensive knowledge to help answer your questions and prepare for the future today. From planning your retirement, to writing a will, to distributing your assets, each aspect of estate planning is highlighted by informative case studies, practical examples and easy-to-read explanations. This clear, jargon-free guide answers your estate planning questions and enables you to understand the fundamentals of the estate planning process. Designed specifically for readers with little to no experience with wills and estate planning, this book will help you: understand the vital aspects of the estate planning process know what to look for when choosing a professional estate planner minimise tax burdens for yourself and your family use trusts to safeguard your assets protect your will from legal challenges. With the latest financial and tax guidelines, this is a must-have resource for anyone seeking to confidently pass on their wealth to future generations. The Australian Guide to Wills and Estate Planning is for anyone wishing an easy, stress-free way to sort their affairs and enjoy peace of mind.

Author : Douglas Gray,John Budd
Publisher : McGraw Hill Professional
Page : 433 pages
File Size : 41,8 Mb
Release : 2011-01-07
Category : Business & Economics
ISBN : 9780071761765

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The Canadian Guide to Will and Estate Planning: Everything You Need to Know Today to Protect Your Wealth and Your Family Tomorrow 3E by Douglas Gray,John Budd Pdf

We all know we need a will, one that is current and reflects our wishes and changing life events. So why do two-thirds of Canadians still die without a will - without a plan for passing on their assets the way they want? Why do Canadians still risk losing everything to creditors or the government, or certain relatives being awarded assets by provincial government formulas, none of which were the deceased’s intention? Approximately one out of four Canadians die suddenly, so advance will and estate planning is critical. In this third edition of the bestselling The Canadian Guide to Will and Estate Planning, Canada’s foremost author team of experts in estate planning provide you with insights and options, practical suggestions, and authoritative guidance. You can then discuss your customized and evolving needs and wishes with your professional advisors in an informed fashion, to ensure your assets are protected and your family and beneficiary needs are met with strategic tax and estate planning. This approach will save you time, money, tax, stress, and anxiety. Using practical checklists, real-life examples, and answers to frequently asked questions, Douglas Gray, LL.B, and John Budd, F.C.A., provide helpful guidance on many important topics, including guardianship, powers of attorney, trusts, probate, special options for small and family businesses, passing on the family cottage, charitable giving, tax planning, estate planning, insurance and much more. Also includes an extensive glossary and appendix, and invaluable resource information and websites. Completely updated to reflect the latest changes in relevant legislation and taxation, and with a new chapter on preserving and increasing your net worth, The Canadian Guide to Will and Estate Planning explains how to: Obtain expert legal advice to prepare a will to protect your interests and assets Ensure that your assets will pass to the intended beneficiaries without hassle Use special legal and estate planning strategies to protect your business Avoid family feuds and spousal disputes Minimize or avoid income taxes and capital gains taxes through strategic tax and estate planning Use the latest tax laws to maximize the benefits of charitable giving Don’t let the government be your principal beneficiary – take the time to plan ahead!

Author : Michael John Perkins,Robert William Monahan
Publisher : Unknown
Page : 0 pages
File Size : 42,6 Mb
Release : 2015-03-02
Category : Decedents' estates
ISBN : 0409339482

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Estate Planning by Michael John Perkins,Robert William Monahan Pdf

Trusts and estates practice has become increasingly recognised as an occupation within the legal, accounting, tax and financial services professions. Estate planning remains the strategic advisory component within this practice. An essential resource for practitioners and students involved in trusts and estates practice, this easy-to-use, practical and comprehensive guide will enable you to understand and deliver effective estate planning services using the principles, precedents, practice points, case notes and discussion questions contained in this book. This fourth edition includes : The professional responsibility of estate practitioners engaged in estate planning. The roles and practical boundaries of the varying professional disciplines in estates practice. The impact of digital property in defining the extent of an estate including the recent recognition of Bitcoin as property by the Australian Taxation Office. The significance of territorial connections of clients and the impact of fiscal transparency initiatives such as the Common Reporting Standard on managing estate administration of Australian located clients. Updated legislation and case referencing with expanded examples of estate administration issues and discussion of initial planning responses

Author : Andrew Simpson
Publisher : John Wiley & Sons
Page : 305 pages
File Size : 46,7 Mb
Release : 2011-10-31
Category : Business & Economics
ISBN : 9780730377962

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You Can't Take It With You by Andrew Simpson Pdf

We all face an inescapable truth: whether we like it or not, we will one day die -- and we can't take anything with us when we do. Many Australians spend a great deal of their lives actively creating wealth, but pay little attention to how to distribute that wealth after death. Andrew Simpson's You Can't Take it With You is a practical and informative guide to estate planning. Inside you will discover how to: understand and distribute your assets plan your will and protect it from challenges use trusts to safeguard your assets minimise the tax liabilities on your future beneficiaries plan your personal and financial affairs for retirement. With helpful case studies that highlight key points in each chapter, You Can't Take it With You makes the estate-planning process easy. This book is your first step to ensuring peace of mind for you and those you leave behind.

Author : Rosanne Rocchi
Publisher : Adlard Coles
Page : 285 pages
File Size : 53,8 Mb
Release : 1978
Category : Estate planning
ISBN : 0774026219

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Guide to Wills and Estate Planning in Canada by Rosanne Rocchi Pdf

Author : Margaret Kerr,JoAnn Kurtz
Publisher : John Wiley & Sons
Page : 396 pages
File Size : 47,5 Mb
Release : 2010-02-18
Category : Law
ISBN : 9780470677544

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Wills and Estate Planning For Canadians For Dummies by Margaret Kerr,JoAnn Kurtz Pdf

Wills & Estate Planning For Canadians For Dummies walks you through the steps of planning your estate. This friendly guide will help you Reduce the tax you or your estate will pay Plan for your children's future Leave a charitable legacy Decipher the legal lingo in wills Prepare a living will to ensure you get the treatment you want Hire an estate planning team that will meet your needs Through practical advice from expert authors, this book helps you ensure that your affairs are in order, and your loved ones will be looked after.

Author : M PERKINS; R MONAHAN.
Publisher : Unknown
Page : 128 pages
File Size : 40,6 Mb
Release : 2020
Category : Electronic
ISBN : 0409352586

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ESTATE PLANNING by M PERKINS; R MONAHAN. Pdf

Author : Michael John Perkins,Robert William Monahan
Publisher : Unknown
Page : 128 pages
File Size : 48,7 Mb
Release : 2015
Category : Estate planning
ISBN : 0409339490

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Estate Planning by Michael John Perkins,Robert William Monahan Pdf

Author : Jennifer Brookhouse
Publisher : Unknown
Page : 168 pages
File Size : 46,5 Mb
Release : 2004-01-01
Category : Estate planning
ISBN : 1920834869

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Guide to Estate Planning by Jennifer Brookhouse Pdf

Covers all areas of the important area of estate planning including intestacy, powers of attorney, wills, taxation and social security.

Author : Richard Williams,Sam McCullough
Publisher : Unknown
Page : 322 pages
File Size : 48,6 Mb
Release : 2014
Category : Civil law
ISBN : 0409337021

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Statutory Will Applications by Richard Williams,Sam McCullough Pdf

Statutory will applications becoming increasingly common, this trend is expected to continue given potential benefits they provide as remedy to of loss of testamentary capacity. Comprehensive guide considers approach taken by Courts of various Australia jurisdictions, explains process, considerations involved in preparing & opposing application.

Author : VIK. SUNDAR
Publisher : Unknown
Page : 128 pages
File Size : 42,9 Mb
Release : 2021
Category : Electronic
ISBN : 0409353345

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TESTAMENTARY TRUSTS by VIK. SUNDAR Pdf

Author : Michael John Perkins,Robert William Monahan
Publisher : Unknown
Page : 542 pages
File Size : 46,8 Mb
Release : 2008
Category : Estate (Law)
ISBN : 0409325414

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Estate Planning by Michael John Perkins,Robert William Monahan Pdf

Trusts and estates practice is being increasingly recognised as an occupation within the legal, accounting, tax and financial services professions. Estate planning remains the strategic advisory component within this practice. An essential resource for practitioners and students involved in trusts and estates practice, this easy-to-use, practical and comprehensive guide will enable you to understand and deliver effective estate planning services using the principles, precedents, practice points, case notes and discussion questions contained in this book. Included in this edition are the legislative changes enacted since the first edition, such as changes to wills and estate law arising from the commencement of the Succession Act 2006 (NSW) on 1 March 2008 as well as changes to income tax and superannuation laws since 2005.

Author : John K. De Groot,Bruce & De Groot Nickel (John K.),Bruce W. Nickel
Publisher : Unknown
Page : 0 pages
File Size : 41,8 Mb
Release : 2016-12-14
Category : Decedents' family maintenance
ISBN : 0409345334

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Family Provision in Australia by John K. De Groot,Bruce & De Groot Nickel (John K.),Bruce W. Nickel Pdf

It is difficult to imagine a body of law more sensitive to changes in our society than the law of family provision. This highly anticipated Fifth Edition has been completely reviewed and updated with a further 250 cases considered. The existing concise case tables have been expanded to include new tables covering small estates, De Facto widowers, foster children and same sex partners. This edition also includes new sections dealing with special disability trusts, summary dismissal and Crisp orders. Essential reading for all practitioners, teachers and students involved in this challenging area of the law. Features Authoritative and detailed National application Concise case tables for multiple topics Related Titles Perkins & Monahan, Estate Planning: A Practical Guide for Estate and Financial Service Professionals, 4th ed, 2015 Sundar, Rowland & Bailey, Testamentary Trust, Strategies and Precedents, 2nd ed 2016 Birtles & Neal, Hutley's Australian Wills Precedents, 9th ed 2016 Book Review - The Law Society of Tasmania

Author : Nicholas Edwin Renton
Publisher : Unknown
Page : 42 pages
File Size : 42,5 Mb
Release : 1990
Category : Estate planning
ISBN : 1863500561

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The Australian Wills & Record Keeping Book by Nicholas Edwin Renton Pdf

Aimed at improving record keeping practices, this guide contains 35 specially designed forms for recording useful family data. These include details of income tax, health, furniture, property expenditure and mortgages. The accompanying text discusses record keeping and its relevence to areas such as tax and powers of attorney.

Author : Alex Granich
Publisher : Unknown
Page : 67 pages
File Size : 48,5 Mb
Release : 2003-01-01
Category : Estate planning
ISBN : 0975031007

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Estate Planning Guide by Alex Granich Pdf