estate planning
106 results tagged estate planning:
The trust that could stop your kids blowing the family fortune
Worried your kids will squander their inheritance? A testamentary trust can help protect family wealth, reduce tax and shield assets after you die.
This common AI mistake could cost you your inheritance
Think AI can save you money on legal fees? Relying on AI-generated legal advice could end up costing far more, especially if it leads to costly mistakes or missed deadlines.
Ask Paul: Can we leave our family business to just one child?
What happens when one child inherits the family business and the other misses out? Paul Clitheroe explains how to avoid resentment and keep things fair.
How to leave money to charity in your will
You don't need millions of dollars to make an impact. Here's how estate planning can help you leave a meaningful legacy through charitable giving.
How to help ageing parents manage their money
Could your ageing parent be struggling? The warning signs are often subtle. Here's how to spot problems early and help protect their finances and wellbeing.
Can a separated spouse still inherit your estate?
Think separation protects your estate from an ex? Not necessarily. Here's what happens to your will, assets and beneficiaries if you die before divorce.
What does the Federal Budget mean for your family trust?
New trust tax rules could leave families and small businesses paying more, even when income is shared with lower-earning relatives.
One paperwork mistake could cost your family $600k
A simple paperwork mistake could decide who gets your super, and it could cost your family hundreds of thousands.
New trust tax could force families into a tough choice
Families using trusts could face a 30% tax under new rules, raising tough questions about how to protect vulnerable beneficiaries.
Friends With Money #252: Family trusts
Family trusts aren't just for the ultra-wealthy. Financial adviser Helen Baker joins us on the Friends With Money podcast to explain how they work and when they make sense.
