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Home / In retirement / Estate planning

Estate planning

Estate planning

One of the rules of successful investing is to plan your exit well ahead of time to protect your profits. The same can be said about planning your finances for your final exit, otherwise known as estate planning.

Estate planning covers how your financial assets should be distributed after your death.

Because your super is not covered by your Will, careful consideration needs to be given to the nomination of beneficiaries, the tax implications, and the financial wellbeing of your surviving partner and other dependents after your death.

Increasingly, an estate plan also details how you should be looked after later in life if you are then unable to make your own decisions.

Set out below are the latest guides that relate to estate planning

Have you got an exit plan? The importance of estate planning

Have you got an exit plan? The importance of estate planning

Have you got an exit plan? The importance of estate planning

Recontribution strategy case study: How superannuation tax components impact estate planning

Have you got an exit plan? The importance of estate planning

Video: We need to talk about Mum and Dad

Have you got an exit plan? The importance of estate planning

Tips for writing an advanced care directive

Have you got an exit plan? The importance of estate planning

What is a testamentary trust and does my Will need one?

Have you got an exit plan? The importance of estate planning

SMSF death benefits: Who are my dependents and why does it matter?

Have you got an exit plan? The importance of estate planning

Advance care planning: Wills, Powers of Attorney, living wills and more

Have you got an exit plan? The importance of estate planning

Elder abuse: How to spot the signs and reduce risk

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