The Public Trustee would like to invite you to our free 'Wills and estate planning – have you planned ahead seminar?'.
When you make your Will you would like to think that your choice of beneficiaries could not be challenged.
The Public Trustee holds estate planning days in regional centers across Tasmania so the community can make or update their Will, enduring power of attorney or enduring guardian documents.
If you are interested in making or updating your Estate plan, Will, enduring power of attorney or enduring guardian you can make
1. What is estate planning?
Estate planning is the process of making arrangements while you are alive and preparing documented plans outlining how you would like to have your assets distributed when you pass away or if you become incapacitated.
The death of a loved one is a time of great sadness and grief. Many people find it a struggle to focus on tasks like planning a funeral.
Step and blended families and Wills
There is a great quote that said ‘one day your life will flash before your eyes make sure it is worth watching’. Better still, make sure those closest to you have a good preview of your life story.
Who will get my Superannuation when I die?
Super is a non-estate asset and may not form part of your estate administered under your Will.
In the past, we had photo albums, diaries or letters to convey our personal legacy. Social media has now digitalised all these types of communication.
Most people understand the importance of leaving a Will to ensure their physical possessions are passed on to people of their choosing.
What will happen to your pet when you die?
Leaving a charitable bequest in your Will can be a lovely way to create a lasting legacy, to provide continuing support to the causes and communities you care about most.
If you plan to leave a charitable bequest in your Will, it is very important to get professional estate planning advice to ensure that your wishes
Preparing an enduring power of attorney allows you to choose an attorney/s who will take care of your financial needs if you lose capacity in the future or if you no longer want the responsibility.
HOW WILL YOU BE REMEMBERED?
Expressing your funeral wishes is a thoughtful way of easing the stress on your family in making decisions on the type of funeral you would want.
Your Will is a convenient way to make your wishes known concerning your funeral or how you would like your body dealt with after your
Most people would agree that having a Will is an important document to have in place, but not high on the list of fun things to do.
We all like to think that by the time we die, we will be well and truly prepared. However, unfortunately this is often not the case.
You may have noticed a number of changes at the Public Trustee recently. We have been working hard to ensure we are creating a more sustainable organisation.
Trustee House in Murray Street Hobart was purpose-built for the Public Trustee in 1989. Since that time we’ve made some minor alterations, but it was long due for an overhaul.
Mr Mark Scanlon has been appointed as the new Chair of the Public Trustee for a three year term.
Mark has over 30 years senior executive experience in a variety of industry sectors including funds management, trustee services, banking, health insurance and general insurance.
On the 29th of August 2003, we celebrated our 150th anniversary by sealing a unique time capsule that is located at our Hobart office.
Our planning ahead guide gives you a head start on what you should know about estate planning and executor duties.
- Wills and estate planning – Have you planned ahead?
- What is the point of having a Will if it can be challenged?
- Upcoming estate planning days
- What to do when someone dies
- Five things you should know about estate planning.
- Leaving a gift to charity
- What to consider when you choose an Attorney
- Funeral wishes and Wills
- Step and blended families and Wills
- Your pet and your Will