#002 – Assets – In or Out of the Will

In this episode of this estate planning podcast, host Stefan is joined by guest Wills & Estates lawyer Tristan Burke to explore which assets are included in your estate and can be controlled via your Will. They discuss important distinctions between assets owned in a will-maker’s sole name versus those held jointly, as well as assets held in trusts or companies. They also delve into the complexities of directing superannuation benefits, utilising family discretionary trusts, and gifting shares in a company. This informative episode is a must-listen for anyone looking to understand the intricacies of estate planning.