estate planning
106 results tagged estate planning:
How to best give away an early inheritance
Giving an early inheritance can help your loved ones when they need it most. So how can you avoid a tax bill or risking your pension?
Why women will lead the intergenerational wealth transfer
From Taylor Swift cutting out the middleman to premiere her new film to Gabrielle Judge spurring the Gen Z 'lazy girl job' phenomenon, women are forging their own financial paths.
The powerful conversation you need to have this Christmas
With many families gathering for the holiday season, having some uncomfortable conversations today could save you a lot of heartache down the track.
Who will inherit your super?
The law says you can only leave your super to a person who is considered a dependent. But what if you don't have kids?
What you need to know about tax as an estate executor
It's hard enough dealing with the loss of a loved one without having to manage their estate. Here's how to navigate taxes as an executor.
Ask Paul: We could lose our pensions because our brother died without a will
Losing a sibling is hard enough but now two of Sue's siblings could lose their pensions if they automatically inherit money from his estate.
Ask Paul: Can we transfer a house to our daughter?
This week, Paul Clitheroe advises Chris and her husband who bought their single-mum daughter a house and now want her to take over the mortgage.
Ask Paul: My husband is ill, how can I make his inheritance last?
"It's been a hard few years," Jennifer tells Paul Clitheroe, with her husband diagnosed with a serious medical condition.
Friends With Money #89: Getting your affairs in order
This week, Life Admin Hacks author Mia Northrop joins us on the Friends With Money podcast to share how we can best stay on top of life's important documents.
Friends With Money #80: Dating after age 50
How can you protect your finances while dating later in life? A financial planner and a family law expert join us on Friends With Money.
