estate planning
106 results tagged estate planning:
Ask Paul: Where should I invest $1 million for adult kids?
James has $1 million in a term deposit that he would like to leave to his adult children. Where should he invest it? And does he need a trust?
Ask Paul: Should I give my kids their inheritance now?
With his net worth increasing faster than he's spending it, 72-year-old John wants to start helping out his kids now. Is an early inheritance a good idea?
Difficult decisions: managing your money in the face of dementia
With dementia now the leading cause of death in Australia, there's a question we need to consider: what will happen if we're still living but mentally unable to make decisions about our money?
Why you shouldn’t overlook your Facebook account in your will
Your Facebook and Instagram accounts may have taken over your life, but what will happen to them when you die? It's time to appoint a digital executor.
Your new year to-do list: six resolutions to balance your budget
Chances are any money resolutions you made at the beginning of 2018 have fallen by the wayside. The start of a new financial year is the perfect time to revisit them.
Ask Paul: Splitting parents’ estate could divide the family
Marilyn and her three siblings inherited their parents' estate including a $1.4 million house. With one sibling wanting to sell, Paul Clitheroe says the family is in dangerous territory.
The Pension Loans Scheme was extended but is it worth it?
The government's message with the Pension Loan Scheme is clear: consume more of your assets (including your house) in retirement and leave less for the kids.
The No. 1 retirement question you need to answer
Many Money viewers and readers have aged with me, but can't answer this basic question when it comes to figuring out what they can afford in retirement.
Ask Paul: Is building a granny flat for my parents a bad idea?
David's plan to build a granny flat for his elderly parents is a financial, legal and emotional minefield, says Paul Clitheroe.
It’s time to get serious about estate planning this silly season
It's not the cheeriest of conversations, but it could be the most important one you have over Christmas.
