Assets & Superannuation: What you own and how you own them is critical in professional estate planning. Do you own your property as joint tenants? Did you know that an asset owned in joint tenancy does not pass to your estate upon death? Are there assets in a Family Trust? Did you know that assets held in trust cannot be gifted in your Will upon death? Binding and Non-Binding Death … [Read more...]
Why Make a Will?
It is essential that you make a will if you are concerned about who will receive your assets and belongings after you die. This may include, but is not limited to your home, land, car, money in bank accounts, insurance policies, shares, jewellery, furniture, household goods and potentially superannuation proceeds. All adults over the age of 18 should have a valid Will. Download our brochure "The … [Read more...]
What is a Will?
A Will is a legal document that names the people who are to receive the property and possessions owned at the date of death of a deceased. … [Read more...]
