Dealing with your home and your assets, particularly your superannuation, in your Estate Planning is not as simple as you might think.
What happens to your assets when you pass away depends on how you own them, and all the legal documents (not just your Will) that you put in place.
You may own your home in your sole name, jointly or as a tenant in common. You may also have assets in a company or a trust.
These days, your superannuation is probably one of your most significant assets.
How your super gets paid on your death depends on the rules of your fund and your formal written instructions to the fund. And did you know that you can only direct the fund to pay your super to certain people?
I will spend the time with you to get a full understanding of your assets, including your super.
This ensures you get the best Estate Planning advice.
Contact us to find out more about us or to arrange a consultation with Anthony Fondacaro, our experienced estate litigation.