Whether you operate a float therapy center, a salt cave, or another holistic wellness service, welcoming and educating new clients is a key component of their success. Orientation videos can assist you in delivering a consistent, quality experience each and every time.
Benefits of Animated
SO WHAT DOES THIS LOOK LIKE?
Where possible, I recommend blending real images of your facility with animated characters. This helps your clients to connect with the real, tangible space but still keeps them engaged in the information you're trying to provide. Here's the video we use at my center.
HOW ABOUT A DIFFERENT TAKE?
The example below provides more of an overview than a step-by-step tutorial. In this case, my client is an acupuncturist who offers different types of services, and her patients need instructions before arriving. Further, she wanted a different look and feel than the colorful cartoon shown above, and there was no need for "live" photos.
Like what you see so far?
Wanna know the process?
LET'S DO THIS.
If you're ready to get the ball rolling, get started with a quick Intake Form. You'll immediately receive access to my client portal and an invoice for the retainer. Check your email for the next steps.
LET'S CHAT FIRST.
I'm happy to answer any questions or talk though your ideas. I love getting to know you and personalizing the process, so we can be as collaborative as you want... or I can work autonomously.
Frequently asked questions
What is a testamentary discretionary trust?
A testamentary discretionary trust (TDT) is a trust that is established by a will and its terms are stated in the will. It does not come into effect until the death of the will-maker. Hence, on the death of the will-maker, the property is left to be held by a nominated trustee, [who can be the beneficiary] for the named beneficiary/beneficiaries, pursuant to the will, which becomes the trust deed. Normally, the beneficiaries can decide whether to receive their entitlement in trust.
Why are testamentary discretionary trusts used?
A will-maker will make a TDT will for either or both of two main reasons:
- To take advantage of the potentially significant tax effectiveness that a testamentary trust can offer, and
- To give asset protection to a beneficiary. This may be to protect a beneficiary from him or herself, or from a third party.
A TDT provides benefits and options to beneficiaries which are not otherwise available.
What are the tax benefits of testamentary discretionary trusts?
A trustee of a TDT can distribute:
- $18,200.00 to a minor beneficiary tax free.
- income to beneficiaries taking advantage of their concessional tax rates.
How does a testamentary discretionary trust protect assets?
The asset protection provided by a TDT is a good reason for signing one. How a trust achieves asset protection is by separating ownership of the trust assets from the beneficiaries and giving it to the trustee. As stated above the trustee holds the assets for the benefit of the beneficiaries.
Two aspects of asset protection arise from a TDT:
- Protecting a beneficiary from losing or wasting a gift through her or his inability to manage the gift due to, for example, youth, immaturity, disability, drug addiction or alcoholism.
- Protecting a beneficiary from claims by other parties. Such claims can be from creditors, divorce or bankruptcy.
By using a TDT to protect young beneficiaries a will maker can ensure that they will not receive control of their inheritance until they reach maturity. In the case of disabled or vulnerable beneficiaries they may never obtain control. However, they will still receive the benefit of their inheritance throughout their life.
It is often of concern to a will-maker that the wealth he or she has generated may be lost by his or her beneficiary through such events as rearrangement of property on divorce, a failed business, bankruptcy, professional liability or even a succession claim. By leaving the assets to beneficiaries in a TDT a will-maker can protect them from such events, yet allow the beneficiaries to benefit from the assets.
Are there superannuation tax management advantages?
Superannuation death benefits are tax free when paid to a dependant (a spouse and child under 18). If the will-maker includes a “superannuation proceeds will trust” in her or his will, it allows the executors of the will to hold the superannuation lump sum in that trust as a separate trust of the TDT, which limits beneficiaries to dependants. Therefore, the superannuation death benefits tax will not occur.