We unpack some of the key terms common in Modern Estate Planning.
| Term | Definition |
|---|---|
| Non-estate assets | These are assets that do not form part of a client's estate, and which cannot be controlled by their will. Superannuation is an example of a non-estate asset. |
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Drew Browne is an Authorised Representative and Sapience Corporation Pty Ltd. ABN 29 086 679 718 is a Corporate Authorised Representative of an Australian Financial Services Licensee AFSL, NSW Complete Financial Services Group Pty Ltd ABN: 791 284 037 98 AFSL: 457600. Any information provided is general advice only and we have not considered your personal circumstances. Before making any decision on the basis of this advice you should consider if the advice is appropriate for you based on your particular circumstance. Sapience Financial is a Trauma Informed Organisation (TIO) and affirms the Darlington Statement on Intersex Human Rights Australia.
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