Peter Ziggy

Author, Speaker, Financial Planner

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6 ASSETS THAT ARE NOT INCLUDED IN YOUR WILL

A Will only deals with assets that are owned by the testator (the deceased) in his or her own right. Only these can be passed on via the estate. Rather than providing you with a list of what will be included in the Will, let’s look at which assets WILL NOT form part of the Will:

  1. Properties which are held jointly with someone else>
  2. Assets held in a family trust
  3. Assets owned by a company
  4. Superannuation death benefit proceeds
  5. Life insurance policy proceeds owned by someone else or another entity
  6. Life interests
  7. Each of these areas need to addressed separately in dealing with your estate planning needs. Your affairs are probably quite complex. You may have a holiday house, assets in various trusts or companies and complicated financial arrangements that have grown over the years. Therefore you need to take the time to sit down with your financial planner, solicitor and accountant at the same time to map out what needs to be done. If you do it all at the same time, you get it over and done with. Your goal is the best possible outcome for your estate.

     

     

    About Peter Ziggy

    ‘Ziggy’ is one of Australia’s most personable holistic financial planners. Read More…

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Latest Posts

  • Ziggy from 3P talks about sponsoring a breakfast radio segment on 89.9 LightFM
  • Peter Ziggy gives LightFM’s Leroy Brown his “Top 5 Financial Tips for Dads”
  • Listen to Ziggy as he was interviewed on Light FM 89.9 sharing his financial expertise and tips for 2019
  • Listen to Ziggy as he was interviewed on Light FM 89.9 about the Federal Budget May 2015
  • Listen to Ziggy as he was interviewed on Light FM 89.9 about the Interest Rate Cuts and Victorian Budget on 12th May 2015

I love helping people take control of their lives so they can prosper in every way


Peter Ziggy is a Director of 3P Financial Pty Ltd
ABN 89 081 363 402, AFSL 487318
Take a Look at My Book - Money Does Grow On Trees - on Creating Personal Wealth
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Email: ziggy@peterziggy.com
Phone: 1300 305 061
Mobile: 0413 485 083

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