estate planning

101 results tagged estate planning:

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.

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.
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