Tag: estate planning law firm

How Superannuation, Trusts and Wills Can Produce Different Beneficiaries

How Superannuation, Trusts and Wills Can Produce Different Beneficiaries

A family may read a will and believe the estate plan is settled, only to discover that a super balance or trust sits outside it. That surprise occurs because superannuation, trusts and wills follow different legal pathways. The person named in one document may receive nothing from another. Why the Beneficiaries Can Differ A will generally controls assets owned personally at death, including...