C2 Wealth Strategies’ Post

When it comes to your Will, clarity is key for those with complex family arrangements. Learn about the importance of recognizing the confusion that can arise in testamentary documents, when the meaning of terms like “child,” “grandchildren” and “issue” are not quite as straightforward as they once seemed.

Your Last Will & Testament is a crucial part of your Aging & End of Life Plan—but it's just one piece of the puzzle! Viive breaks down the 10 pieces of the puzzle to consider for end-of-life plans for you and your family.

We've got all your questions answered on creating a last will & testament. ✅ #MakeAWillMonth #EstatePlanning

We've got all your questions answered on creating a last will & testament. ✅ #MakeAWillMonth #EstatePlanning

We've got all your questions answered on creating a last will & testament. ✅ #MakeAWillMonth #EstatePlanning

Seven!! The significance of 7 – Seven is perhaps the number that is the most religious significant number around the world. There are 7 gifts of the Holy Spirit, 7 deadly sins, 7 virtues, 7 arts and sciences, and 7 ages of man. Of course, there are 7 days in the week, too! And here are 7 key steps to take for Estate Planning. Reach out if you want to talk through any of these. Or just talk more about the number 7! 🥳 #Seven #EstatePlanning https://lnkd.in/gG6BtxqT

https://lnkd.in/g4viTNpj A testamentary trust (TT) is a trust that is created within a will document.

judgement on execution of will:- Every testamentary disposition disrupts the natural line of succession.1 Wills, by their very nature, usually result in the reduction or deprivation of the share of a natural heir; were it otherwise, no will would be necessary. The exclusion, therefore, of a particular heir or even of a large number of heirs is not ipso facto a suspicious circumstance sufficient to dislodge an otherwise valid will,2 or make it ‘unnatural To establish unnaturalness something more than kinship or lineal descent is necessary. It must be shown that the relations between those excluded and the testator were so close that in the natural scheme of things, it was inconceivable that they should be altogether ignored In testamentary dispositions, all influence is not axiomatically ‘undue’. It must be shown that the testator was compelled to act against his wishes. This means, necessarily, that it must be shown by cogent evidence that the testator desired something different than the will shows. This is not a matter that can be left to conjecture or surmise. It is not enough to show that there was mere influence. There must be evidence of undue influence, i.e., material to show that the testator did something he did not intend or could not reasonably be expected to have intended.15 Closeness in relations, providing assistance and, within a family, being supportive are not evidence of ‘undue influence’.

Want to include your nieces and nephews in your legacy? Make sure they benefit directly with a carefully crafted estate plan. Avoid family conflict, protect young heirs, and tailor how funds are used. #estateplanning #familymatters