Downloadable Resource

A Helpful Guide to Testamentary Trusts

Testamentary Trusts are drafted in wills for tax advantages and to protect your assets. Our free guide will help you understand if this is right for you.

No one knows the future.  One of the difficulties with preparing wills is that it is very difficult to peer into the future.  No one knows when the will-maker will pass away.  No one knows what the circumstances of a will maker's beneficiary might be at that time.  This guide provides you with an outline of what a testamentary trust is, the advantages of a trust and provides examples of who they operate.

Benefits

  • Understand the taxation advantages of a testamentary trust
  • Discover how how they can help protect assets
  • Learn how testamentary trust can provide flexibility for your beneficiaries
To instantly access this resource, simply enter your details below.

What others say

  • "Heartfelt thanks to you for your handling of our recent matters. Your compassionate, professional and thorough investigations, responses and your expertise made the experience much less traumatic than it could have been."

    Emma
    Greensborough
  • Ruby, I want to thank you on behalf of myself and all our family, for all your work and guidance in settling Mum's estate.

    Margaret
    Rosanna
  • Just wanted to say big thank for everything over the last few months. Your support has been fantastic, I’ve felt heard and respected through the entire process. So relieved to finally be able to close that chapter.

    Brianna
    Thornbury

Authors

Our team is here for you. Contact us today.

Get in touch