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I'm Not Dead Yet - Estate Planning Series

Estate planning involves developing a strategy to deal with your assets after you die – the legal instruments and structures, such as a will, you put in place to transfer your assets in the event of death. Ensure you and your family have sufficient knowledge and skills to manage risks. Be prepared to seek assistance from advisers on complex tax issues.

This series was originally published in installments in EQUITY, starting in JULY 2016.

  1. The Power of Attorney - I'm Not Dead Yet - Estate Planning

  2. The Enduring Guardianship - I'm Not Dead Yet - Estate Planning

  3. The Advanced Health Directive - I'm Not Dead Yet - Estate Planning

  4. Avoiding the Testamentary Trust - I'm Not Dead Yet - Estate Planning

  5. Embracing the Testamentary Trust - I'm Not Dead Yet - Estate Planning

  6. What are the New Death Taxes? - Estate Planning

  7. Their Will is Important to You - Estate Planning

  8. Challenging the Deceased Estate - Estate Planning

  9. Super Death Strategies - Estate Planning

  10. SMSFs: Identifying & Rectifying the Spouse "Blow-in" Problem

  11. When and Why a Discretionary Trust?

  12. Life Insurance - Yes, You Need It

  13. Retirement Planning, Working Backwards

  14. Lending to Children

  15. Record Keeping Tax Tips

Category: 
Education
 

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