Lauren Dunn Lauren Dunn

4 Reasons You Need a Will

Having a will is crucial for everyone, regardless of age or financial status. Here are four reasons why you need a will.

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Lauren Dunn Lauren Dunn

Superannuation and your estate plan

Did you know you do not own your super?

Superannuation is owned by the Trustee of the Super Fund you are with.

How assets are owned is really important when it comes to your estate planning. If you do not own it, or it is owned jointly then it does not form part of your estate to be distributed under your will.

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Lauren Dunn Lauren Dunn

3 reasons to include a testamentary discretionary trust in your will

A Testamentary Discretionary Trust is an incredible tool that can be incorporated into your will. A lot of people think that a trust is something only the super wealthy can use, however, with the price of the Australian house market and the amount of wealth being transferred generation to generation, a testamentary discretionary trust is something 90% of my clients utilise. Here are 3 reasons why you should get some advice on utilising one:

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Lauren Dunn Lauren Dunn

5 reasons you need an estate plan

A comprehensive estate plan is something every Australian adult needs and it is more than just a will. It should address who will make decisions for you when you can’t and address what happens when you die.
With more than half of Australian adults not having even a basic will in place, an aging population and capacity affecting diseases such as Dementia becoming more commonplace, it is an area that is ripe for costly legal battles.
Here are 5 more reasons why you need to have an up to date and comprehensive estate plan.

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