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Estate Administration

Reallocating Estate Assets – After Death Without Tax

By Domenic Festa (Accredited Tax Specialist and Chartered Tax Adviser) Key Points Many estates pass assets equally to children. After death, one or more children may decide they wish to take exclusive ownership over certain assets. Using the normal approaches,

Admin Steps July 23, 2019 Estate and Succession Planning, Taxation and Trusts Read more

Reallocating estate assets – after death without tax

By Domenic Festa (Accredited Tax Specialist and Chartered Tax Adviser) A common estate plan is to draft the Will to pass the estate to identified beneficiaries (either named persons or testamentary trusts in equal shares). The portion of the estate

Admin Steps February 12, 2019 Estate and Succession Planning, Taxation and Trusts Read more

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