Client Survey
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If you have any questions about the issues raised in this Legal Checkup you should contact us on 0405 710 002 |
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Please enter your email address |
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1. |
Do you have a Will? |
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2. |
Has your Will been reviewed by an Estate Planning |
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expert in the last twelve months? |
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3. |
Have you appointed an Attorney? |
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4. |
Have you appointed an Enduring Guardian? |
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5. |
Are you married or in a long term relationship? |
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6. |
If you divorce or die will your wealth and assets be |
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held in your family bloodline? |
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7. |
Do you have children? |
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8. |
Do your children have guardians appointed in the |
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event of your death? |
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9. |
Do you own your own principal place of residence? |
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10. |
Do you own that principal place of residence as joint |
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tenant or tenant in common with another person? |
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11. |
Are your assets protected from unforeseen circumstances? |
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12. |
Do you pay more than 30 cents in the dollar tax? |
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13. |
Have you had your business and/or investment structures |
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reviewed by a Trust Law expert in the last twelve months? |
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14. |
Do you hold assets in a Trust? |
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15. |
If you hold assets in a Trust are you able to maintain the |
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potential benefits of negative gearing while keeping |
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ownership in the Trust? |
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16. |
Does the Trust have an independent appointor? |
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17. |
Does the appointor of your Trust have the power to protect |
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the assets of the Trust from unforeseen circumstances? |
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