Category Archives: Estate Planning

Why work hard all your life to see your wealth fall into the wrong hands, learn the benefits of establishing an appropriate Estate Plan.

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What is a Reversionary Beneficiary?

Submitted by on Mon, 17/06/2013 - 20:25
            A reversionary beneficiary nomination enables you to elect for your pension payments to automatically continue to be paid to your spouse (or certain other people) in the event of your death. If this is your preference, then completing a reversionary beneficiary nomination can provide you with some certainty that Continue Reading
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Gold Coast & Brisbane, Wills & Estate Planning

Submitted by on Tue, 19/03/2013 - 14:37
If your considering getting advice and preparing a Will either on the Gold Coast or in Brisbane you should carefully consider using experienced professionals in this field. The Gold Coast and Brisbane has many firms that hang a shingle claiming they provide Estate Planning and Wills advice. Unfortunately there are only a few that are specialists in Continue Reading
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Can my Will be challenged?

Submitted by on Sat, 09/03/2013 - 0:13
A Will can be challenged for a host of reasons ranging from improper signing of the document through to complaints that it did not adequately provide for potential or actual beneficiaries. Sound estate planning ensures that the formalities needed to have a valid Will are satisfied and that the scope for dispute about its terms Continue Reading
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Is my Will invalid?

Submitted by on Fri, 08/03/2013 - 23:45
Obviously, an invalid Will is an important reason for reviewing and updating your estate planning affairs. If you are uncertain as to whether your Will & Estate Plan is valid, some of the things that might cause it to no longer be relevant or legally enforceable include: (a) if you or a person named in the Continue Reading
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What happens if I die without a Will?

Submitted by on Fri, 08/03/2013 - 22:56
If you die without a Will, the law says that your assets will be distributed to your family, as determined by a set Government formula, which is different in every Australian state. To provide some general examples of the possible outcomes (bearing in mind the actual outcomes will be different in each state), if you die leaving: (a) your Continue Reading
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What is a Testamentary Discretionary Trust?

Submitted by on Fri, 08/03/2013 - 22:49
A testamentary discretionary trust is a trust established in someone’s will. It comes into existence only when the person dies. A lineal descendant testamentary discretionary trust is a trust established in someone’s Will for the benefit of their lineal descendants. Let’s assume that someone died at Point A. The executor’s job involves finding all the Continue Reading
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Do I need a Will?

Submitted by on Fri, 08/03/2013 - 21:15
A Will is generally the most important document any person signs. After death the terms of a Will can only be altered by a court and unless a court intervenes, the Will regulates how the deceased’s assets are to be finally dealt with. There are many things to consider as part of your Estate Plan. Continue Reading
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What is a Will?

Submitted by on Fri, 08/03/2013 - 21:00
Integral Financial Planning is located on the Gold Coast and can help you facilitate your Wills and Estate Planning needs. A Will is a document that enables you (the testator) to direct who is to receive the assets from your estate and on what terms, after your death. A Will allows you to appoint who Continue Reading
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Protecting your Estate for your Family

Submitted by on Fri, 26/10/2012 - 1:43
Looking for a specialist provider for your Gold Coast Wills & Estate Planning needs, then if so you need to contact us at Integral Financial Planning. In today’s age there is a significant risk that a beneficiary of your Will, is likely to experience a marriage or relationship breakdown, bankruptcy, professional litigation, criminal charges, gambling Continue Reading
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Why Personal Succession Planning?

Submitted by on Tue, 25/09/2012 - 19:25
Gold Coast Wills & Estate Planning (Personal Succession) Procrastination on financial and related matters is a common trait for many of us, but we never know what’s around the corner and often we don’t think about the impact this could have for our families into their future. If the unexpected happened to you: • How Continue Reading