estate planning
106 results tagged estate planning:
What happens to your superannuation when you die
Your super could be one of your most valuable assets, but it might not form part of your estate when you die.
What happens to your super when you die
In most cases, when a person dies, their super will be paid to their nominated beneficiary. But is a super death benefit taxed?
Ask Paul: How can I keep supporting my son after his workplace injury?
Phil's son's life changed when he was injured in a workplace accident. How can Phil support his son while also planning for his own future?
Ask Paul: How can we stop our daughter squandering her inheritance?
Kevin is afraid his daughter will sell one of the two rental properties she's going to inherit. Can he leave her the properties but ban her from selling them?
Ask Paul: My son is on a disability pension, how can I provide for him after I’m gone?
At 74, Veronica wants to help out her son when she dies, but how can she provide for him without risking his disability pension?
How to navigate finances after the death of a loved one
Executors. Probate. Death certificates. Losing a loved one is hard enough without having to pick up the financial pieces.
How to gift money to your kids without copping a tax bill
Australians currently hold more than $11 trillion in net assets, the most money that has ever moved between generations. Getting it wrong could be costly.
The money guide for blended families
While it might take years to get the dynamics right in a blended family, you need to set up the finances as soon as you can.
Friends With Money #26: Making your last will count
How many of us actually have a valid will, and why is it so important to have one in place regardless of age or earthly possessions?
Five things to do to get your estate in order
When planning for who gets what on your death, these are some of the factors you need to bear in mind.
