A comprehensive Last Will and Testament to maximise flexibility and minimise tax, with options to create discretionary testamentary trusts, rights of residence, beneficiary support/special disability trusts and guardianship instructions.
This is designed for a married or de facto couple where each partner leaves their entire estate – aside from optional gifts of personal items and charitable donations – to the other partner. If your partner passes away before you, you can choose whether the assets will flow either to your partner’s children or your own. If neither of you has any children, you can specify “Reserve Beneficiaries” who will receive the assets. These are smarter wills that include testamentary discretionary trusts.
Whether you have a spouse (married or de facto partner) or not, this solution is designed for you to leave your entire estate – aside from optional gifts of personal items and charitable donations – to your children in equal shares. If none of your children or their further descendants outlive you, you can specify “Reserve Beneficiaries” who will receive the assets. This is a smarter will that includes testamentary discretionary trusts.