astute strategic advice

Estate Planning

An effective estate plan includes tax effective Wills to protect your estate and the interests of your beneficiaries in the event of your death.

Jointly held assets, trust assets and superannuation however, are not necessarily dealt with by the terms of the Will. These are usually considered ’non-estate’ assets for estate planning purposes.

Note:  there may be specific State legislation that classifies non-estate assets as ‘notional estate’ for the purposes of a family provision challenge. It is therefore important to have a considered and comprehensive estate plan to ensure all assets are transferred according to your wishes in the most effective and efficient manner.

 

Read 3925 times Last modified on Monday, 01 February 2016 14:22

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Assurity Financial Planning Pty Ltd ABN 80 129 171 624 T/A Assurity Financial Planning

Doug Horsford & Lisa Smith, Authorised Representatives of GWM Adviser Services Limited.

ABN 96 002 071 749 an Australian Financial Services
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