by Claire Stollery | Oct 11, 2022 | Estate Planning, Wills
Many clients with a real estate portfolio choose to create discretionary testamentary trusts (DTTs) in their Wills in order to pass the benefit of the portfolio on to their children. The DTT structure has many taxation benefits; however, it is also worth considering...
by Claire Stollery | Sep 2, 2022 | Estate Planning
When contacting us to discuss Estate Planning, our clients are usually focused on the legal aspects of what happens after their death, such as ‘who gets what’, creating testamentary trusts, or business succession. While it is crucial to have a legally binding Will to...
by Claire Stollery | Sep 13, 2021 | Estate Planning
“Leave the children enough so that they can do anything, but not enough that they can do nothing” In a note to shareholders, US billionaire Warren Buffett expressed his belief that his children should not inherit his (almost incomprehensible) wealth following his...
by tkelly | Aug 31, 2021 | Estate Planning
A recent article in the Wall Street Journal posed the question of whether parents should give their children their inheritance, in whole or in part, during their lifetimes, or wait until after death, when their assets will be dealt with according to the provisions of...
by Claire Stollery | Aug 17, 2021 | Estate Planning
When clients come to see us about succession and estate planning, they are usually thinking about the contents of their Wills, and other financial-related structures such as Trusts, which they have or are contemplating creating in their lifetime(s) or in their Wills....
