Estate Planning

Making a will is the most important part of estate planning. Depending on your circumstances, whether your will is simple or complex, it is important to make sure it is valid and effective.

A valid will requires that your will be properly signed and witnessed. It also requires that you have "testamentary capacity" at the time of signing and that you fully understand and approve all of the terms of the will.

A will that will help you accomplish what you want it to accomplish is a valid will. This requires an assessment of your wishes based on your personal and family circumstances, while applying the legal guidelines required by inheritance law.

Wills and Testamentary Trusts

Your will may include a "testamentary trust". This is a form of trust that can last long after your death.

Testamentary trusts are usually applied to.

• Create an effective tax plan for your children or other beneficiaries.
  
• Protect your estate from the threat of potential risks arising from family breakdown or other financial failure of your children or other beneficiaries, etc.
  
• Meet the special needs of the child or beneficiary with a disability.