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What is a Mutual Will and why would you want one?
Mutual Wills are a contractual agreement between two people to ensure their children take the estate of the survivor upon death. Learn more about how to protect assets for a particular beneficiary with this method.
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Buy/Sell Agreements in business succession
Buy/Sell Agreements, also referred to as Put and Call Option agreements, provide certainty for a business on the death or disablement of an equity participant. This article explores the various ownership and taxation implications, including insurance trusts, cross ownership, individual ownership, SMSF ownership, group insurance policies, and transfer via will.
Estate planning
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