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The OMB Law Board: Ep 17 | How to Protect Your Family’s Inheritance From Divorce, Debt & Disaster

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Manage episode 478288953 series 3585664
Content provided by OMB Solicitors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by OMB Solicitors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this eye-opening episode of The OMB Law Board, Partner Simon Bennett is joined by Associate Harley Wilkinson from our Estate Planning team to uncover the powerful but often misunderstood tool: the testamentary trust.

If you think a standard will is enough to safeguard your legacy, think again. From shielding your children’s inheritance from divorce settlements to minimising tax and protecting assets from creditors, testamentary trusts could be the missing piece in your estate plan.

Harley breaks down how these trusts work, why they’re growing in popularity, and the real-world risks they help mitigate. Whether you own property, have investments, or simply want peace of mind about your family’s financial future, this episode delivers insights that could change the way you think about your will.

🎧 Tune in and discover why this tool is fast becoming a non-negotiable in modern estate planning.

  continue reading

18 episodes

Artwork
iconShare
 
Manage episode 478288953 series 3585664
Content provided by OMB Solicitors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by OMB Solicitors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this eye-opening episode of The OMB Law Board, Partner Simon Bennett is joined by Associate Harley Wilkinson from our Estate Planning team to uncover the powerful but often misunderstood tool: the testamentary trust.

If you think a standard will is enough to safeguard your legacy, think again. From shielding your children’s inheritance from divorce settlements to minimising tax and protecting assets from creditors, testamentary trusts could be the missing piece in your estate plan.

Harley breaks down how these trusts work, why they’re growing in popularity, and the real-world risks they help mitigate. Whether you own property, have investments, or simply want peace of mind about your family’s financial future, this episode delivers insights that could change the way you think about your will.

🎧 Tune in and discover why this tool is fast becoming a non-negotiable in modern estate planning.

  continue reading

18 episodes

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