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Estate planning

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Category: Estate planning

It’s unusual, but sometimes a person dies without a will and without any relatives who would be entitled to the estate under the rules…
What are superannuation death benefits? Superannuation death benefits payments consist of the member’s super balance (less any appropriate charges and taxes) plus any life…
Despite common misconceptions, your superannuation doesn’t automatically form part of your estate when you die. Superannuation death benefits are held by the trustee of…
The assets owned by trusts do not form part of your estate and are not dealt with under your Will. You can’t use your…
If you assumed that the assets in your family trust are gifted to your loved ones under your Will, you wouldn’t be alone. However,…
When it comes to planning for death, superannuation is commonly misunderstood. Your super is not usually dealt with under your Will, but instead under…
Many Australians were left scratching their heads last week when it was reported that a Victorian Magistrate who, had a brief romance with a…
Superannuation is dealt with under complex rules and is usually not dealt with by a person’s Will, or under intestacy laws (i.e. when a…
Thirty years after the separation Harry died interstate leaving three sisters to whom he was deeply attached. Harry hadn’t made a Will, so…
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Our plain-English guide How to manage a deceased estate has practical advice to help you to take charge and finalise the estate.