Inspirational Case Studies
Protect the transfer of your assets from predators
(This is a common issue raised in Estate Planning discussions and relates to the flow of an inheritance to bloodline beneficiaries where beneficiaries have been divorced.)
John & Jill's son Greg has remarried, he has no children with his new wife and Greg's two young children primarily reside with his former wife.
Some issues to consider:
• How can John & Jill ensure that part of their estate will be used to help educate Greg's children?
• What would happen if Greg dies before they do?
• In that case who would receive their estate proceeds?
• What happens if Greg and his new wife eventually do have children of their own?
• Greg's Will has not been changed since he remarried despite many reminders. What impact does this have on John & Jill's wishes?
Estate planning is more involved than purely writing up a will. Real estate assets, share investments and superannuation pensions are integral considerations for a coordinated and tax effective transfer of wealth to the next generations.
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