estate planning
106 results tagged estate planning:
The cheapest way to heat your home this winter
Energy bills are expected to rise over winter, but the type of heater you use could save or cost you thousands. Here's the cheapest way to stay warm.
Leaving shares to your kids? What your will must cover
Leaving shares to children can trigger tax and estate planning traps. Learn how shares are passed on, what your will should say and what to watch out for.
How to protect elderly relatives from pressure to change a will
Has an elderly relative changed their will unexpectedly? Here's how you can protect vulnerable loved ones when it comes to estate planning.
What happens if you die without a will in Australia?
Think you don't need a will? Think again. Here's what really happens if you die without one - and why it could cost your family dearly.
The truth about the 4% rule: Why it’s a trap for Aussies
The 4% safe withdrawal rate is a good rule of thumb in retirement, right? Wrong. There are two reasons it doesn't work for most Australians.
Ask Paul: Should we borrow $600k to set up our grandchildren?
Would you borrow $600,000 in your 70s to leave a legacy for your grandchildren? Here's what Paul Clitheroe has to say.
The Goldilocks principle: Finding balance when building wealth
How much money is enough? It's a question many will consider during their lives, particularly in relation to retirement and the lifestyle they want to lead.
How to handle an inheritance wisely
Inheriting money? Before you spend or invest, ask yourself: what's the smartest first move to protect your financial future?
What happens to your family trust after you die?
Who controls your family trust after you're gone? Here's how to avoid costly disputes and ensure your wishes are honoured.
SXSW Sydney 2025: Five innovations changing how we live
Which Aussie startup could change how you save, invest or plan for the future? These five SXSW standouts are tackling real-life challenges.
