Assets held in joint names: what happens to bequests?

By Noel Whittaker
Updated June 28 2018 - 1:27pm, first published July 4 2017 - 12:00am
Finance guru Noel Whittaker answers a reader's question on bequeathed assets.
Finance guru Noel Whittaker answers a reader's question on bequeathed assets.

Your money Q&A with Noel Whittaker

Q MY husband and I are on a part-pension and everything we have is in both our names. In my husband’s will he has left an investment to his son. We can’t give it to him yet in case my husband needs it for aged care. If my husband dies before me, can his son have the investment, although it is in both names, or do I have to keep it for him until I die? It is also in my will that he has it.

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