ESTATE PLANNING

  1. Wills

  2. Assets inside discretionary family trusts

  3. Superannuation and estate planning

  4. Estate planning and family law

  5. Estate planning and the family home

Contents

Introduction

 

Welcome to our e-book on estate planning.

 

 

Broadly speaking, estate planning is the process of ensuring that your wealth goes where you want it to after you die. Usually, this is more than just a simple matter of preparing a will – although a will is almost always a key part of effective estate planning. But the best estate planning also considers elements such as your superannuation benefits, family businesses, assets owned by legal entities such as family trusts as well as assets owned as joint tenants – the list goes on.

 

This e-book introduces all of the major areas of estate planning. We hope you like it, and as ever, please feel free to send a link to this e-book to any person that you think would benefit from having a good read!

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1. Wills

 ©2016 WHOLE WEALTH

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