If you own real estate and/or assets, this means that you have an estate. It also means that you need an estate plan. Estate planning is not only integral to a comprehensive financial plan, but should also be a key part of your life plan. It enables you to define and live out your legacy with peace of mind that, in the event of your death, your affairs and loved ones are protected. No matter what stage of life you are at, it is important to understand how estate planning could impact you and your family.

This article will examine 10 estate planning traps, and tips to avoid them: 

  • Estate Debts
  • Overseas Assets
  • Gifts to Charities
  • Joint Tenancy
  • Testamentary Capacity

To find out more, read our article here (pdf, 229kb)

About the Author

Jessica Bunn

Prior to commencing work as a solicitor at Blanchfield Nicholls in July 2019, Jessica worked as a tipstaff to a judge of the District Court of New South Wales and the Dust Diseases Tribunal of New South Wales. This experience provided Jessica with an appreciation of court processes and procedures as… Read More

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