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Estate Planning Series: Part 3 “Dealing with Non-Estate Assets”

December 21, 2016 By Maddalena Romano

With many ‘average Australians’ having assets which are ‘non-estate’ assets, it is crucial that these individuals develop strategies (ie an estate plan), to ensure that the control of these assets is passed to your loved ones upon your death. In part 2 of the Estate Planning series I identified some situations where assets may be non-estate.  In this article I will explore some general … [Read more...]

Filed Under: General Wills & Estate Information, Wills & Estate Planning Tagged With: Joint Tenants, #estateplanning, discretionary family trust, superannuation, life insurance and your estate

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  • Home
  • About
  • Focus
    • Estate Planning
      • Probate
      • Estate Administration
      • Inheritance Claims
    • SuperAnnuation & Death Benefits
    • General Commercial Drafting & Transactions
    • Family Law
      • Family Law Property Settlement
      • Family Law – Childrens Matters
    • Conveyancing and Form 1 Preparation
  • Team
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    • Jason Coluccio
    • Maddalena Romano
    • Joanna Diamantopoulos
    • Natalie Rossi
    • Anna Arace
  • News
  • Contact