So you want to do your will
So you want to get your will done?
You’re in the right place.
I’ve got limited spaces available right now, so pop some details below, and I will drop you a note to confirm my availibility!
*
*
*
*
*
*
*
*
A discretionary trust can be used if:
* your estate (excluding jointly owned real estate) will be substantial; and
* in the ordinary course, you would leave all or most of your estate to an adult beneficiary who has children under 18; and
* there is a reasonable possibility of that beneficiary investing the gift they receive to earn income over a period (rather than spending it on non-income producing assets – such as a house to live in – or to pay down debt), then you should consider including a DTT in your Will.
* your estate (excluding jointly owned real estate) will be substantial; and
* in the ordinary course, you would leave all or most of your estate to an adult beneficiary who has children under 18; and
* there is a reasonable possibility of that beneficiary investing the gift they receive to earn income over a period (rather than spending it on non-income producing assets – such as a house to live in – or to pay down debt), then you should consider including a DTT in your Will.
*
*
*
Thank you!
