Income investors and self-funded retirees have faced a daunting task for some years now, which the pandemic has drawn into sharper focus: how to generate an income while controlling for risk amid record low interest rates and high market volatility.
Michael Watson | Executive General Manager - Head of Distribution Asia Pacific | La Trobe Financial
Five variations to a testamentary trust for you to consider
Testamentary trusts are important to consider in estate planning. They can only be created by being included in a Will prior to death (it’s either in there or not, there are no second chances to add it in later).
Last year the AIA worked with lawyer, Lucy Percy of Head & Heart Estate Planning who delivered a series of articles and a webinar on estate planning and testamentary trusts which was exclusive to members.
Subscribe to our newsletter now and find out the five variations to a testamentary trust Percy suggested that you might like to consider.