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Kylie Cox
Dec 30, 20243 min read
Understanding Discretionary Trusts: A Flexible Estate Planning Tool
Discretionary Trusts offer flexible estate planning, protecting assets and adapting to beneficiaries' needs. Learn how they can work for you
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Kylie Cox
Nov 26, 20243 min read
12 Reasons to Make a Will and Protect Your Loved Ones
Make a Will to protect your loved ones, secure your legacy, and ensure your wishes are carried out. Don't wait – start planning today
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Kylie Cox
Nov 6, 20244 min read
Leave a Lasting Legacy: How Charitable Giving in Your Will Can Make a Difference
Charitable giving in your Will supports causes you care about and offers tax benefits. Explore how to create a meaningful legacy!
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Kylie Cox
Oct 10, 20243 min read
The Chilling Consequences of Murder on Inheritance: Insights from Netflix's Monsters: The Lyle and Erik Menendez Story
Netflix's Monsters: The Lyle and Erik Menendez Story highlights how murder affects inheritance under the Forfeiture Act.
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Kylie Cox
Sep 19, 20243 min read
How to Remove an Executor or Trustee: A Simple Guide
Removing an executor or trustee requires valid grounds like misconduct, conflict of interest, or incapacity. Learn about the process
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Kylie Cox
Sep 17, 20243 min read
Unclaimed Inheritance: The Executor’s Guide to Finding Dormant Assets in the Digital Age
Discover how to track down unclaimed inheritance in the digital age and fulfill your duty as an executor with confidence.
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Kylie Cox
Sep 10, 20247 min read
The Importance of Protecting Your Children Through Your Will
Secure your children's future by appointing guardians and trustees in your Will. Learn the key steps to protect their inheritance.
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Kylie Cox
Sep 5, 20244 min read
How to Gift Surplus Income to Beat Inheritance Tax: Understanding the Rules
Learn how gifting surplus income can help reduce inheritance tax, and why keeping detailed records is crucial to qualify for the exemption.
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Kylie Cox
Sep 3, 20244 min read
Excluding Someone from Your Will: What You Need to Know
Excluding someone from your Will is a significant decision. Learn the legal implications and tips to minimise potential disputes
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Kylie Cox
Sep 2, 20244 min read
Cohabitees - Know Your Rights for when your Partner Dies
Cohabitees don’t have the same rights as spouses when a partner dies. Learn how to protect your rights, access benefits & secure your future
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Kylie Cox
Aug 29, 20246 min read
Understanding the Inheritance Tax 7-Year Rule: Avoiding Unexpected Bills
Understand the Inheritance Tax 7-year rule to avoid unexpected bills. Learn how careful estate planning can protect you and your loved ones.
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Kylie Cox
Aug 27, 20246 min read
Appointing an Executor: Why You Need to Choose Wisely
An executor ensures a deceased's wishes are fulfilled, managing assets, debts, and inheritance. Read about the role and responsibilities.
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Kylie Cox
Aug 18, 20244 min read
How long does Probate take? Key Dates You Need to Know
Key dates in estate administration from probate application to inheritance tax deadlines to help guide executors
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Kylie Cox
Jul 26, 20245 min read
Which Trust is Right for You? A Comprehensive Guide
Trusts are a versatile and powerful tool in estate planning. Trusts are very common and play a key role in many aspects of everyday life.
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Kylie Cox
Jul 2, 20244 min read
The "Great Wealth Transfer" - Why You Need to Have "The Money Talk" with Your Parents
Talking about money with your parents can be uncomfortable, but it's a conversation that’s essential for ensuring financial security.
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Kylie Cox
May 31, 20244 min read
Celebrating Pride Month: Essential Estate Planning Considerations for the LGBTQ+ Community
Inheritance planning for LGBTQ+ individuals is vital.From Wills to tax considerations, it's crucial to navigate legal complexities with care
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Kylie Cox
May 30, 20244 min read
Can we amend dad's Will after he has died? Understanding Deeds of Variation and Disclaimers
While it may seem that a Will is set in stone , there are legal mechanisms that allow for changes under certain circumstances
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Kylie Cox
Apr 9, 20246 min read
Can I put my house in trust to avoid paying for Care Home Fees?
While trusts can offer benefits in estate planning and asset protection, setting them up solely to avoid care fees may not be effective
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Kylie Cox
Mar 14, 20242 min read
Providing for Vulnerable Beneficiaries: Key Options and Considerations
Looking after a loved one who requires extra support requires careful planning.  This blog post explores different options available.
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Kylie Cox
Jan 31, 20242 min read
Probate: Is it really needed?
Demystify Probate with Toucan Law. From proving Wills to asset distribution, we're here to guide you through every step.
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