When most people think about estate planning, they think about the will. But the truth is, your will might not control as much as you think — especially if you’re in a blended family, second relationship, or own assets jointly.
In this episode, Nathan and Jordan unpack the most common traps they see when clients assume their will handles everything. They explore key issues like the difference between joint tenants and tenants in common, the implications for your family home, and how to protect a surviving partner while still honouring your wishes to children from previous relationships.
They also dive into the surprisingly tricky role of superannuation — which doesn’t automatically follow your will — and what happens when both spouses pass away together (hint: who’s younger can matter more than you think).
Plus, they explain what it means to “consider” someone in your will, and why leaving someone out without care can lead to legal challenges.
Whether you're planning your estate or helping a parent navigate theirs, this episode is packed with insights and practical tips to help you get clear on what’s really in your will — and what isn’t.
Nathan:
Jordan:
The information contained in this podcast is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser.
Jordan and Nathan are both authorised representatives of PlanningSolo Licensing, AFS Licence 526143.
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