BlueZone Financial

Scope of Wills

Did you know your Will does not necessarily control your super entitlements or personal life insurance unless everything is aligned with your estate strategy and Will wording?

 

If you jointly own your home, did you realise your Will may no longer control this asset as it might simply pass to your partner?

How about if you have a business and a family trust, how well does your current Will take care of this if you died?

 

The message here is your wealth adviser takes all of this into account when developing your estate strategy and often the most valuable assets sit outside the Will (incorporate structures or family trusts). Careful strategic planning and legal advice are essential to ensure your wishes are carried out.

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