At Renaissance, we work with a specialist or specialist estate planning firms to ensure that your estate planning is done correctly.  We deal with both:

Estate assets

• All assets that you own personally are estate assets.

• You have a right to distribute these assets as per your Will.

• e.g. Personal articles, car, bank accounts in your personal name.

Non-Estate Assets

• All assets that are not legally owned by you are non-estate assets

• The joint owner or the trustee of the asset has the right to decide on the distribution o

  your non-estate assets.

• e.g. Superannuation Funds (owned by the Trustee), SMSF & AMP; Joint Holdings.

 
For more information, please contact one of our dedicated advisers at info@rwadvisors.com.au

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