This webinar presented by Anu Menon of Equity Trustees covered estate planning. It discussed the importance of estate planning and having an up-to-date will. It explained the differences between estate and non-estate assets and the benefits of testamentary trusts. The roles of the executor were outlined as well as a standard estate administration timeline. A case study demonstrated how family disputes can arise during estate administration and the benefits of appointing a trustee company as the executor.
Thinking of putting your property into a Property Protection Trust, we can help and offer advice with the process, our leaflet here can set you on the right path and advice if you can do this to avoid care home fees.
From the Oklahoma law firm Cazes Roberts, PC:
A concise yet practical review of what Oklahoma estate planning is, why some would want to do Oklahoma Estate Planning and the tools used in Oklahoma Estate Planning.
Thinking of putting your property into a Property Protection Trust, we can help and offer advice with the process, our leaflet here can set you on the right path and advice if you can do this to avoid care home fees.
From the Oklahoma law firm Cazes Roberts, PC:
A concise yet practical review of what Oklahoma estate planning is, why some would want to do Oklahoma Estate Planning and the tools used in Oklahoma Estate Planning.
At Price & Kelway we get the job done, expertly.
Our clients are businesses and individuals who value clear advice and affordable solutions. They trust our team of specialist solicitors to provide the best legal support, whenever and wherever it is needed.
And we deliver, every time
Our philosophy is simple. Clients deserve legal support which is clear, within budget and effective. So we promise three things:
- Solicitors who speak your language
- Value for money and no hidden charges
- Solutions
A presentation explaining the importance of preparing an estate plan sooner rather than later. A brief explanation of the component parts of an estate plan is included.
Do you have a written estate plan? If you do not have a written estate plan, including a will, power of attorney, and a healthcare surrogate designation/living will directive, now is the time to create one. If you have a written plan, perhaps it’s time for a review. By Jim Dressman, DBL Law
Trust Administration is the process people often find themselves in unexpectedly, after the death of a spouse or parent who created the trust prior to passing on.
Why is an estate plan important? The estate tax is probably the largest single tax you
are ever likely to pay. With the highest maximum rate at slightly under 50%, it’s
important that you create a plan that’s right for you and your heirs.
An estate plan can help you to:
•Preserve assets and wealth.
•Ensure your assets are distributed according to your wishes to the right people at
the right time.
•Minimize or defer taxation.
There are many misconceptions about how divorce property settlements are determined. Is it 50% / 50%? Are pre-existing assets included? What if one spouse has a significantly higher income? What about the inclusion of a family trust?
In this 'Back to Basics' presentation all these questions and more will be answered in easy to understand and practical terms. This overview will help you, better help your client.
At Price & Kelway we get the job done, expertly.
Our clients are businesses and individuals who value clear advice and affordable solutions. They trust our team of specialist solicitors to provide the best legal support, whenever and wherever it is needed.
And we deliver, every time
Our philosophy is simple. Clients deserve legal support which is clear, within budget and effective. So we promise three things:
- Solicitors who speak your language
- Value for money and no hidden charges
- Solutions
A presentation explaining the importance of preparing an estate plan sooner rather than later. A brief explanation of the component parts of an estate plan is included.
Do you have a written estate plan? If you do not have a written estate plan, including a will, power of attorney, and a healthcare surrogate designation/living will directive, now is the time to create one. If you have a written plan, perhaps it’s time for a review. By Jim Dressman, DBL Law
Trust Administration is the process people often find themselves in unexpectedly, after the death of a spouse or parent who created the trust prior to passing on.
Why is an estate plan important? The estate tax is probably the largest single tax you
are ever likely to pay. With the highest maximum rate at slightly under 50%, it’s
important that you create a plan that’s right for you and your heirs.
An estate plan can help you to:
•Preserve assets and wealth.
•Ensure your assets are distributed according to your wishes to the right people at
the right time.
•Minimize or defer taxation.
There are many misconceptions about how divorce property settlements are determined. Is it 50% / 50%? Are pre-existing assets included? What if one spouse has a significantly higher income? What about the inclusion of a family trust?
In this 'Back to Basics' presentation all these questions and more will be answered in easy to understand and practical terms. This overview will help you, better help your client.
At EEA Fiduciary Services, we are committed to providing our clients with high-quality professional fiduciary and estate management services. See this handout for more information on our services.
Financial Planning in the world of Family Law! The role of Financial Planners...Brisbane Family Law Centre
When it comes to the division of assets and income on the breakdown of a marriage, lawyers are limited in the assistance we can provide clients. Financial Planners are an essential advisor for clients during separation both providing assistance with the division of assets but perhaps more importantly, providing guidance on how clients can rebuild for their future. In this presentation we consider the role of Financial Planners in a divorce with a focus on their role in Collaborative Practice.
Marvin Action and #palimony issues. Examples of how experts such as appraisers and forensic accountants can provide great value in these unique palimony cases.
It is imperative that you understand what each fiduciary role encompasses and what should be considered when making a decision about whom to appoint. Learn more about fiduciaries in this presentation
What (and How) To Ask Your Parents About Their Estate PlanningCohen and Company
Discussion on estate planning for aging parents, including three fundamental documents every parent must have, why proper titling of assets is so important, benefits of having a trust and more.
Estate and business planning lawyer, Melanie McDonald walks people through the top things they should be aware of when doing their estate and business planning.
Similar to Bridgeport webinar: Estate planning masterclass (20)
how to sell pi coins in South Korea profitably.DOT TECH
Yes. You can sell your pi network coins in South Korea or any other country, by finding a verified pi merchant
What is a verified pi merchant?
Since pi network is not launched yet on any exchange, the only way you can sell pi coins is by selling to a verified pi merchant, and this is because pi network is not launched yet on any exchange and no pre-sale or ico offerings Is done on pi.
Since there is no pre-sale, the only way exchanges can get pi is by buying from miners. So a pi merchant facilitates these transactions by acting as a bridge for both transactions.
How can i find a pi vendor/merchant?
Well for those who haven't traded with a pi merchant or who don't already have one. I will leave the telegram id of my personal pi merchant who i trade pi with.
Tele gram: @Pi_vendor_247
#pi #sell #nigeria #pinetwork #picoins #sellpi #Nigerian #tradepi #pinetworkcoins #sellmypi
The secret way to sell pi coins effortlessly.DOT TECH
Well as we all know pi isn't launched yet. But you can still sell your pi coins effortlessly because some whales in China are interested in holding massive pi coins. And they are willing to pay good money for it. If you are interested in selling I will leave a contact for you. Just telegram this number below. I sold about 3000 pi coins to him and he paid me immediately.
Telegram: @Pi_vendor_247
Falcon stands out as a top-tier P2P Invoice Discounting platform in India, bridging esteemed blue-chip companies and eager investors. Our goal is to transform the investment landscape in India by establishing a comprehensive destination for borrowers and investors with diverse profiles and needs, all while minimizing risk. What sets Falcon apart is the elimination of intermediaries such as commercial banks and depository institutions, allowing investors to enjoy higher yields.
Introduction to Indian Financial System ()Avanish Goel
The financial system of a country is an important tool for economic development of the country, as it helps in creation of wealth by linking savings with investments.
It facilitates the flow of funds form the households (savers) to business firms (investors) to aid in wealth creation and development of both the parties
NO1 Uk Divorce problem uk all amil baba in karachi,lahore,pakistan talaq ka m...Amil Baba Dawood bangali
Contact with Dawood Bhai Just call on +92322-6382012 and we'll help you. We'll solve all your problems within 12 to 24 hours and with 101% guarantee and with astrology systematic. If you want to take any personal or professional advice then also you can call us on +92322-6382012 , ONLINE LOVE PROBLEM & Other all types of Daily Life Problem's.Then CALL or WHATSAPP us on +92322-6382012 and Get all these problems solutions here by Amil Baba DAWOOD BANGALI
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how to sell pi coins at high rate quickly.DOT TECH
Where can I sell my pi coins at a high rate.
Pi is not launched yet on any exchange. But one can easily sell his or her pi coins to investors who want to hold pi till mainnet launch.
This means crypto whales want to hold pi. And you can get a good rate for selling pi to them. I will leave the telegram contact of my personal pi vendor below.
A vendor is someone who buys from a miner and resell it to a holder or crypto whale.
Here is the telegram contact of my vendor:
@Pi_vendor_247
Turin Startup Ecosystem 2024 - Ricerca sulle Startup e il Sistema dell'Innov...Quotidiano Piemontese
Turin Startup Ecosystem 2024
Una ricerca de il Club degli Investitori, in collaborazione con ToTeM Torino Tech Map e con il supporto della ESCP Business School e di Growth Capital
USDA Loans in California: A Comprehensive Overview.pptxmarketing367770
USDA Loans in California: A Comprehensive Overview
If you're dreaming of owning a home in California's rural or suburban areas, a USDA loan might be the perfect solution. The U.S. Department of Agriculture (USDA) offers these loans to help low-to-moderate-income individuals and families achieve homeownership.
Key Features of USDA Loans:
Zero Down Payment: USDA loans require no down payment, making homeownership more accessible.
Competitive Interest Rates: These loans often come with lower interest rates compared to conventional loans.
Flexible Credit Requirements: USDA loans have more lenient credit score requirements, helping those with less-than-perfect credit.
Guaranteed Loan Program: The USDA guarantees a portion of the loan, reducing risk for lenders and expanding borrowing options.
Eligibility Criteria:
Location: The property must be located in a USDA-designated rural or suburban area. Many areas in California qualify.
Income Limits: Applicants must meet income guidelines, which vary by region and household size.
Primary Residence: The home must be used as the borrower's primary residence.
Application Process:
Find a USDA-Approved Lender: Not all lenders offer USDA loans, so it's essential to choose one approved by the USDA.
Pre-Qualification: Determine your eligibility and the amount you can borrow.
Property Search: Look for properties in eligible rural or suburban areas.
Loan Application: Submit your application, including financial and personal information.
Processing and Approval: The lender and USDA will review your application. If approved, you can proceed to closing.
USDA loans are an excellent option for those looking to buy a home in California's rural and suburban areas. With no down payment and flexible requirements, these loans make homeownership more attainable for many families. Explore your eligibility today and take the first step toward owning your dream home.
What website can I sell pi coins securely.DOT TECH
Currently there are no website or exchange that allow buying or selling of pi coins..
But you can still easily sell pi coins, by reselling it to exchanges/crypto whales interested in holding thousands of pi coins before the mainnet launch.
Who is a pi merchant?
A pi merchant is someone who buys pi coins from miners and resell to these crypto whales and holders of pi..
This is because pi network is not doing any pre-sale. The only way exchanges can get pi is by buying from miners and pi merchants stands in between the miners and the exchanges.
How can I sell my pi coins?
Selling pi coins is really easy, but first you need to migrate to mainnet wallet before you can do that. I will leave the telegram contact of my personal pi merchant to trade with.
Tele-gram.
@Pi_vendor_247
what is the best method to sell pi coins in 2024DOT TECH
The best way to sell your pi coins safely is trading with an exchange..but since pi is not launched in any exchange, and second option is through a VERIFIED pi merchant.
Who is a pi merchant?
A pi merchant is someone who buys pi coins from miners and pioneers and resell them to Investors looking forward to hold massive amounts before mainnet launch in 2026.
I will leave the telegram contact of my personal pi merchant to trade pi coins with.
@Pi_vendor_247
how to sell pi coins on Bitmart crypto exchangeDOT TECH
Yes. Pi network coins can be exchanged but not on bitmart exchange. Because pi network is still in the enclosed mainnet. The only way pioneers are able to trade pi coins is by reselling the pi coins to pi verified merchants.
A verified merchant is someone who buys pi network coins and resell it to exchanges looking forward to hold till mainnet launch.
I will leave the telegram contact of my personal pi merchant to trade with.
@Pi_vendor_247
What price will pi network be listed on exchangesDOT TECH
The rate at which pi will be listed is practically unknown. But due to speculations surrounding it the predicted rate is tends to be from 30$ — 50$.
So if you are interested in selling your pi network coins at a high rate tho. Or you can't wait till the mainnet launch in 2026. You can easily trade your pi coins with a merchant.
A merchant is someone who buys pi coins from miners and resell them to Investors looking forward to hold massive quantities till mainnet launch.
I will leave the telegram contact of my personal pi vendor to trade with.
@Pi_vendor_247
US Economic Outlook - Being Decided - M Capital Group August 2021.pdfpchutichetpong
The U.S. economy is continuing its impressive recovery from the COVID-19 pandemic and not slowing down despite re-occurring bumps. The U.S. savings rate reached its highest ever recorded level at 34% in April 2020 and Americans seem ready to spend. The sectors that had been hurt the most by the pandemic specifically reduced consumer spending, like retail, leisure, hospitality, and travel, are now experiencing massive growth in revenue and job openings.
Could this growth lead to a “Roaring Twenties”? As quickly as the U.S. economy contracted, experiencing a 9.1% drop in economic output relative to the business cycle in Q2 2020, the largest in recorded history, it has rebounded beyond expectations. This surprising growth seems to be fueled by the U.S. government’s aggressive fiscal and monetary policies, and an increase in consumer spending as mobility restrictions are lifted. Unemployment rates between June 2020 and June 2021 decreased by 5.2%, while the demand for labor is increasing, coupled with increasing wages to incentivize Americans to rejoin the labor force. Schools and businesses are expected to fully reopen soon. In parallel, vaccination rates across the country and the world continue to rise, with full vaccination rates of 50% and 14.8% respectively.
However, it is not completely smooth sailing from here. According to M Capital Group, the main risks that threaten the continued growth of the U.S. economy are inflation, unsettled trade relations, and another wave of Covid-19 mutations that could shut down the world again. Have we learned from the past year of COVID-19 and adapted our economy accordingly?
“In order for the U.S. economy to continue growing, whether there is another wave or not, the U.S. needs to focus on diversifying supply chains, supporting business investment, and maintaining consumer spending,” says Grace Feeley, a research analyst at M Capital Group.
While the economic indicators are positive, the risks are coming closer to manifesting and threatening such growth. The new variants spreading throughout the world, Delta, Lambda, and Gamma, are vaccine-resistant and muddy the predictions made about the economy and health of the country. These variants bring back the feeling of uncertainty that has wreaked havoc not only on the stock market but the mindset of people around the world. MCG provides unique insight on how to mitigate these risks to possibly ensure a bright economic future.
Latino Buying Power - May 2024 Presentation for Latino CaucusDanay Escanaverino
Unlock the potential of Latino Buying Power with this in-depth SlideShare presentation. Explore how the Latino consumer market is transforming the American economy, driven by their significant buying power, entrepreneurial contributions, and growing influence across various sectors.
**Key Sections Covered:**
1. **Economic Impact:** Understand the profound economic impact of Latino consumers on the U.S. economy. Discover how their increasing purchasing power is fueling growth in key industries and contributing to national economic prosperity.
2. **Buying Power:** Dive into detailed analyses of Latino buying power, including its growth trends, key drivers, and projections for the future. Learn how this influential group’s spending habits are shaping market dynamics and creating opportunities for businesses.
3. **Entrepreneurial Contributions:** Explore the entrepreneurial spirit within the Latino community. Examine how Latino-owned businesses are thriving and contributing to job creation, innovation, and economic diversification.
4. **Workforce Statistics:** Gain insights into the role of Latino workers in the American labor market. Review statistics on employment rates, occupational distribution, and the economic contributions of Latino professionals across various industries.
5. **Media Consumption:** Understand the media consumption habits of Latino audiences. Discover their preferences for digital platforms, television, radio, and social media. Learn how these consumption patterns are influencing advertising strategies and media content.
6. **Education:** Examine the educational achievements and challenges within the Latino community. Review statistics on enrollment, graduation rates, and fields of study. Understand the implications of education on economic mobility and workforce readiness.
7. **Home Ownership:** Explore trends in Latino home ownership. Understand the factors driving home buying decisions, the challenges faced by Latino homeowners, and the impact of home ownership on community stability and economic growth.
This SlideShare provides valuable insights for marketers, business owners, policymakers, and anyone interested in the economic influence of the Latino community. By understanding the various facets of Latino buying power, you can effectively engage with this dynamic and growing market segment.
Equip yourself with the knowledge to leverage Latino buying power, tap into their entrepreneurial spirit, and connect with their unique cultural and consumer preferences. Drive your business success by embracing the economic potential of Latino consumers.
**Keywords:** Latino buying power, economic impact, entrepreneurial contributions, workforce statistics, media consumption, education, home ownership, Latino market, Hispanic buying power, Latino purchasing power.
2. | Bridgeport
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Enter your questions in the chat
• We will answer as many as we can at the end of the webinar
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2
Housekeeping
Webinar: Estate planning masterclass
3. | Bridgeport3
This webinar and information has been prepared and issued by Equity Trustees Limited (Equity Trustees) ABN 46 004 031
298 AFSL 240975. It contains factual information and general financial product advice only and has been prepared without
taking into account the objectives, financial situation or needs of any individual. The information provided is not intended to
be a substitute for professional financial product advice and you should determine its appropriateness having regard to
your particular circumstances. Before deciding whether to acquire, dispose of, or to continue to hold an investment in any
particular financial product, you should obtain and consider the relevant disclosure document.
Bridgeport Financial Services Pty Ltd (Bridgeport) is a Corporate Authorised Representative of Australian Planning
Services Pty Ltd (APS) ABN 55 010 521 810 AFSL 225982. Bridgeport is registered with ASIC 343723. Bridgeport has
partnered with Equity Trustees to deliver this webinar.
While all care has been taken in the preparation of this webinar (using sources believed to be reliable and accurate), no
person, including Equity Trustees, Bridgeport, or APS, accepts responsibility for any loss suffered by any person arising
from reliance on this information.
Disclaimer
Webinar: Estate planning masterclass
4. | Bridgeport
Meet the presenter
Anu Menon
Estate Planning Solicitor
Equity Trustees
Webinar: Estate planning masterclass4
6. Agenda
• Who is Equity Trustees?
• Introduction
• Importance of Estate Planning
• Estate Assets vs Non-Estate Assets
• Testamentary Trusts
• Role of the Executor
• Case Study
• Questions
8. Parent
company
Established Trustee Wealth
Services
• One of Australia’s largest independent trustee companies
• Established in 1888 by a specific Act of Victorian Parliament
• We are partners with clients and their advisers, helping them with the
financial and emotional challenges arising from the preservation, growth
and inter-generational management of their wealth
Who is Equity Trustees?
Funds Under
Administration
11. Introduction
Estate planning affects everyone
• Estate planning is much more than a Will – it involves a person organising his or her
affairs:
− to enable their wealth to be transferred on their death from one generation to
the next
− to make sure their affairs are looked after upon incapacity
− with professional advice to minimise risk and achieve intended outcomes
− by way of a properly documented strategy
− with minimum cost, tax and stamp duty
13. *Having the last word: will making and contestation in Australia (March 2015) http://www.uq.edu.au/swahs/Having%20the%20last%20word.pdf
of Australians
don’t have a Will
40%
Know your client
It is estimated that over
14. “Do you have a Will?”
• Procrastination is the main reason why people don’t have an appropriate Will
• Most people who have a Will do not feel it is relevant to their current
circumstances
• 93% of people provide equally to their children
• Does your Will need to be equal or fair?
• Putting it off because they are “not planning to die”
15. When does YES really mean NO?
Common Issues with Existing Wills
• Does not reflect current intentions
• Appropriateness of Executor or Guardian
• Too old
• Incorrectly signed
• Lost or Original can’t be found
• The Curse of the Home Made Will
• Will Challenges
• Loss of Capacity
16. The Curse of the “Simple Will”
“Home made wills are a curse.” Gray v Gray [2013] WASC 387
“If the will had been drafted by a competent legal practitioner, this
problem would not have arisen and the parties would have been
spared a great deal of trouble and expense.” Rogers v Rogers [2016]
WASC 208
*Master Sanderson – Supreme Court of WA
18. Estate vs Non-Estate Assets
Estate
(Sole name)
Superannuation
(including life
insurance held in
Super)
Family
Trust
Joint Assets
Life
insurance
Pass control?
20. Testamentary Trusts
Wills incorporating Testamentary Discretionary Trusts
Advantages
• Stream income
• Protection against bankruptcy/creditors
Disadvantages
• Does the client understand the document?
21. Testamentary Trusts
Wills incorporating special disability trusts
Advantages
• Asset not counted towards assets in asset test for Centrelink purposes
• Vulnerable beneficiaries protected
Disadvantages
• Limited application of funds
23. The Role of Executor
• An Executor is appointed in a Will to manage
the estate after death, distributing it in
accordance with the Will maker’s wishes
• An Executor must be over 18 and note it is not a
legal requirement but it is desirable
• Family, friend, accountant, solicitor, trustee
company
24. Appointing an Executor
• First instinct is to appoint a trusted friend or a family member
• Facts and figures are the easy part, it’s often the emotional and
personal side of an estate that can become the most difficult to
manage
• If a friend is appointed and they are the same age as the Will
maker – will the friend be able to act or even be alive to do so?
• Sole/Co/Alternate Executors
25. Standard Estate Administration Timeline*
*Timeline estimations may be extended due to any family law challenges, litigation or unforseen circumstances.
TFM lodgements or notices of intention to claim may delay our ability to make interim or final distributions
Month 1
Beneficiary relationship
established & information collated
Commencement
Month 2-3
Assets and liabilities
identified and quantified
Assets & Liabilities
established
Month 4-9
Collection & sale of Assets,
Payment of Debts
Estate Collected
Month 3-4
Relevant State Court grants probate
– Establishes right to administer
- Internal Trust(s) establishment
process initiated prior to TFM expiry
Probate granted
State Testator Family Maintenance (TFM) Legislation
varies as follows:
VIC/SA/WA
6 months from grant of probate
NSW
12 months from date of death unless notice of intention to distribute is
given in which case it is 6 months
QLD
6 months from date of death or 9 months if intention to claim notified
TAS
3 months from date of probate
ACT/NT
12 months from date of probate
Month 9-10
Period in which will can
be challenged expires.
TFM Period expires*
Month 10
Early distribution possible with
reserving for tax and fee liabilities
Potential Interim distribution
Month 11-12
Final distributions made
and Estate finalised
Tax & finalisation
26. Benefits of a Trustee Company as Executor
• More than 120 years of experience in estate administration
• Always be there
• Independence, no emotional motivations/involvement
• Higher duty of care/standard of care than a lay executor
• Efficient, experienced processes with checks and balances
• Legal, tax, and financial expertise to deal with all aspects of estate
• Empathetic to assist families in a time of need
• Role of trustee of ongoing trusts, trust managers
27. Estate Planning Checklist
Actions to Take
Ye
s
No
Ye
s
No
Do you have a Will? Do you have life insurance?
Can you find it? Do you require a Testamentary Trust?
Has your family situation changed since creating your
Will?
Do you have a Binding Death Benefit Nomination (BDBN) in
place?
Do you have a blended family? Was your BDBN executed correctly?
Since creating your Will, have you bought or sold
property?
Has your BDBN lapsed?
Do you have children who will require a guardian?
Are your Executors still appropriate (alive/capable/still
friends?)
Have you appointed appropriate guardians for your kids? Have you appointed an appropriate Financial POA?
Do you have a beneficiary with special needs? Do you want to make a gift to charity?
Are your dependants at risk of bankruptcy or divorce? Do you have particular instructions in for your funeral?
*Red boxes indicate potential need for a review of estate planning
30. Estate Planning Case Study:
Estate Administration and Family Disputes
Greg and Jasmine had two children, Percy and Emily.
Emily is an accountant and is very stable and financially savvy. Percy has had issues throughout his
life with gambling and addiction. He has rising debts and is under a lot of financial pressure.
Greg and Jasmine both passed away in a car accident. They had valid Wills in place which had
appointed Emily as the sole executor. They had both left all of their assets to be shared equally
between the two children.
Emily begins working through the estate administration process. She applies for probate, calls in the
estate assets, arranges for property to be secured and insured, organises for any outstanding debts to
be paid and completes the final tax obligations for her parents. This is a very time-consuming and
difficult process which, on top of her regular work and family responsibilities, is hard for Emily to
manage. The estate administration process is therefore delayed.
31. Estate Planning Case Study:
Estate Administration and Family Disputes
Percy would like access to his inheritance as a matter of urgency as he has interest accruing on a
number of debts and he is being hassled by creditors for overdue amounts payable. He puts pressure
on Emily to “give me my money!”
Emily responds to Percy that she is unable to legally distribute any estate assets until the expiration of
the Testator Family Maintenance Period which in Victoria is 6 months from the date of probate. This
further delay angers Percy who accuses Emily of stealing his inheritance. The siblings argue and their
relationship deteriorates.
If Greg and Jasmine had of appointed Equity Trustees as their Executor they could be sure that the
estate would be administered in a timely and professional manner. Furthermore, having an
independent third-party managing the process would help to prevent family disputes as all
beneficiaries are treated equally. Preserving family harmony during these difficult times is a priority for
us and our clients.
33. Contact your Adviser if you:
• Have any questions
• Would like to know more about our services and fees
• Need to organise an estate planning meeting
Next Steps
36. | Bridgeport36
This webinar and information has been prepared and issued by Equity Trustees Limited (Equity Trustees) ABN 46 004 031
298 AFSL 240975. It contains factual information and general financial product advice only and has been prepared without
taking into account the objectives, financial situation or needs of any individual. The information provided is not intended to
be a substitute for professional financial product advice and you should determine its appropriateness having regard to
your particular circumstances. Before deciding whether to acquire, dispose of, or to continue to hold an investment in any
particular financial product, you should obtain and consider the relevant disclosure document.
Bridgeport Financial Services Pty Ltd (Bridgeport) is a Corporate Authorised Representative of Australian Planning
Services Pty Ltd (APS) ABN 55 010 521 810 AFSL 225982. Bridgeport is registered with ASIC 343723. Bridgeport has
partnered with Equity Trustees to deliver this webinar.
While all care has been taken in the preparation of this webinar (using sources believed to be reliable and accurate), no
person, including Equity Trustees, Bridgeport, or APS, accepts responsibility for any loss suffered by any person arising
from reliance on this information.
Thank you
Webinar: Estate planning masterclass