Estate planning involves developing a strategy to deal with your assets in the way that you want after you die – the legal instruments and structures, such as a will, you put in place to transfer your assets in the event of death.
Ensure you and your family have sufficient knowledge and skills to manage risks as it can be a complex topic. Be prepared to seek assistance from advisers to ensure that your estate plan will deliver what you want.
The will checklist
- Use this handy checklist if you plan to write a will.
How to write a will
- Read Canstar’s detailed article covering what is included in a will, how to write a will, what isn’t covered and some FAQ’s.
Wills and powers of attorney
- Learn more about wills and other estate planning issues from Moneysmart.
Get your will right
- Listen to David Koch on why writing a will that is clear is critical.
Estate planning
- Learn how to make sure all your personal, financial and business affairs are taken care of when you pass way from this detailed estate planning guide.
Powers of attorney
- There are 2 types of powers of attorney and each state has different rules – you can find out more from the relevant agency in your state or territory from this Australian government website.
Plain English guide to power of attorney
- This guide answers some of the more commonly asked questions about powers of attorney.
Tax & estate planning
- Tax is a major consideration in estate planning – learn more from the ATO.