We’re all worth more dead than alive!

We’re all worth more dead than alive!

Over the past 6 months we have had quite a few clients, friends & trustees of self-managed super funds ask us about their estate planning. It’s an important issue: what do you want to happen to your assets when you die? For many it’s a simple topic of ‘each to the other and then the kids’ where we have a nuclear family. It’s not as simple as that now, blended families in particular add a complexity that needs to be addressed. Ask yourself this question now: do you know exactly what happens when you die? If you don’t know, aren’t sure, think you have it covered via a Will, it’ll be worth spending 5 minutes to read on. About Us How do we help? Firstly we have a chat about your personal situation, and what you would like to happen with your estate. It starts with a simple question: who is going to look after your estate if you die? We discuss the assets in your life and what you would like to do with them, identify how these could be dealt with. Do you know how your super and life insurance is dealt with if you die? Will your spouse or dependant children receive a pension or a lump sum in their bank account? A Common Scenario Here’s an issue to think about: you are the sole surviving spouse, and you have a home, some money in super that you’re receiving a pension from, some savings, maybe a few shares or an investment property. Or maybe you are a younger couple with kids under age 18. Whilst you...