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The Australian Guide to Wills and Estate Planning : How to Plan, Protect and Distribute Your Estate - Andrew Simpson

The Australian Guide to Wills and Estate Planning

How to Plan, Protect and Distribute Your Estate

Paperback Published: 26th July 2019
ISBN: 9780730373186
Number Of Pages: 320

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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 The Essential Guide to Wills and Estate Planning 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, The Essential Guide to Wills and Estate Planning for Australians makes the estate-planning process easy. This book is your first step to ensuring peace of mind for you and those you leave behind.

About the author vii

Acknowledgements ix

Preface xi

Part I: Understanding estate planning 1

1 What is estate planning? 3

2 Estate assets 11

3 Intestacy 19

Part II: The will 27

4 Planning your will 29

5 Appointment of executors 39

6 Contents of the will 55

7 Updating, revoking and storing your will 75

8 Protecting your will from challenge 83

Part III: Trusts and estate planning 95

9 An introduction to trusts 97

10 Types of trusts 109

11 Testamentary trusts 123

12 Capital-protected and protective trusts 139

13 Proceeds trusts 157

Part IV: Taxation and superannuation 169

14 Taxation and death 171

15 Death and superannuation 183

Part V: Lifetime planning 203

16 Powers of attorney 205

17 Binding financial agreements 225

18 Business succession and estate planning 229

19 Life insurance 241

20 Planning ahead — arranging your funeral 247

Part VI: Estate planning and elder law 251

21 Centrelink and estate planning 253

22 Centrelink and the treatment of private trusts and companies 263

23 Reverse mortgages 275

24 Aged care 283

25 It’s up to you now 295

Glossary 297

Appendix: Step-by-step estate planning guide 303

Index 305

ISBN: 9780730373186
ISBN-10: 0730373185
Audience: General
Format: Paperback
Language: English
Number Of Pages: 320
Published: 26th July 2019
Country of Publication: AU
Dimensions (cm): 21.59 x 14.0  x 1.78
Weight (kg): 0.39
Edition Number: 2
Edition Type: Revised

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