Choosing the right investment strategy may be one of the most important financial decisions an investor makes. As a trusted roadmap to your financial goals, your investment strategy should reflect your personal circumstances, investing timeframes, and tolerance for risk.
WA member and chart enthusiast David Morris continues to share the inner workings of his technical system, using the example of two shares - one he monitored and then dismissed, and the other he eventually bought.
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.