Monthly Features
29/08/2023
Testamentary trusts take your legacy further
by Mornington Peninsula Magazine

The care of loved ones after death is always the reason why anyone makes a will. Some common issues that a lot of clients run into when considering a will are:

  • How do you protect your child’s inheritance from a future family separation claim?
  • How can I get the most out of my legacy that looks after my family?
  • How can I best protect my estate from possible litigation?

While simple wills are beneficial for passing down wealth to the next generation, testamentary trusts may be able to serve your intentions better and are not as costly as you might imagine.

It is a myth that testamentary trusts are only available within the realms of the rich. Now you can take advantage of the power of testamentary trusts by reducing tax implications, protecting your assets against future litigation, and ensuring a continuous benefit to your family that stretches far beyond a simple will.

If you take your legacy seriously, contact Zanier Legal Services. We can help you with your estate planning to ensure that your legacy and family are protected well after you are gone.

ZANIER LEGAL SERVICES

0491 638 552

South Melbourne