John Wiley & Sons Wills and Estate Planning Cover Have you prepared your legacy? Get peace of mind for you and your loved ones tomorrow by planning yo.. Product #: 978-1-394-33770-5 Regular price: $19.53 $19.53 Auf Lager

Wills and Estate Planning

The Essential Guide for Australians

Simpson, Andrew

Cover

3. Auflage Juni 2025
336 Seiten, Softcover
Wiley & Sons Ltd

ISBN: 978-1-394-33770-5
John Wiley & Sons

Have you prepared your legacy? Get peace of mind for you and your loved ones tomorrow by planning your estate today.

Wills and Estate Planning: The Essential Guide for Australians will help you make a plan to leave your wealth to your selected beneficiaries, protect your financial legacy and avoid family disagreements. This plain-English guide makes estate planning easy, providing exactly what you need to know to get started.

You have spent substantial amounts of time and energy building your life as it is now. But have you planned for how your wealth and assets will be distributed after your death? Many people prepare a will only when a life event brings the topic sharply into view--ike the death of a loved one or a personal health issue. But being proactive and planning your estate today can help you avoid significant time pressure and emotional stress.

Wills and estates expert Andrew Simpson shares his extensive knowledge in this clear, jargon-free guide. From planning your retirement to writing a will and distributing your assets, Wills and Estate Planning covers the fundamentals and answers your questions. Inside, you'll find informative case studies, practical examples and easy-to-read explanations.

Designed specifically for readers with little to no experience with wills and estate planning, this book will help you:

* Create a secure, legitimate estate plan: understand your assets, draft your will and protect it from legal challenges

* Navigate complex topics: use trusts to safeguard your assets, your superannuation and your financial legacy

* Avoid costly mistakes and minimise tax burdens for yourself and your family

* Know what to look for when choosing a professional estate planner

With the latest financial and tax guidelines, this is a must-have resource for anyone seeking to confidently pass on their wealth to future generations. Wills and Estate Planning is for anyone who wants a simple, stress-free way to sort their affairs and enjoy peace of mind.

About the Author vii

Acknowledgements ix

Preface xi

Part I Understanding estate planning 1

1. What is estate planning? 3

2. Estate assets 11

3. Intestacy 19

Part II The will 25

4. Planning your will 27

5. Appointment of executors 35

6. Contents of the will 49

7. Updating, revoking and storing your will 67

8. Protecting your will from challenge 75

Part III Trusts and estate planning 87

9. An introduction to trusts 89

10. Types of trusts 99

11. Testamentary trusts 113

12. Capital-protected and protective trusts 129

13. Proceeds trusts 147

Part IV Taxation and superannuation 157

14. Taxation and death 159

15. Death and superannuation 171

Part V Lifetime planning 189

16. Powers of attorney 191

17. Binding financial agreements 209

18. Business succession and estate planning 213

19. Life insurance 223

20. Planning ahead -- arranging your funeral 229

Part VI Estate planning and elder law 235

21. Centrelink and estate planning 237

22. Centrelink and the treatment of private trusts and companies 247

23. Reverse mortgages 259

24. Aged care 267

25. It's up to you now 279

Glossary 281

Appendix 287

Index 289
Andrew Simpson is an experienced wills and estates lawyer with over 25 years' experience helping Australians plan and protect their wealth.