estate planning

101 results tagged estate planning:

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?

Financial elder abuse surged during COVID-19 lockdowns

Unscrupulous Australians have been using the isolation of coronavirus lockdowns to rip off their ageing parents.

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.

How to cope when you’re caring for young children and ageing parents

Feel stuck between raising your young family and the demands of ageing parents? This is the sandwich generation survival guide, for you and your finances.

How to qualify for the age pension if you’re just over the threshold

If you're on the cusp of receiving the age pension but have slightly too much in assets, here are some steps you can take to potentially help you qualify.

Ask Paul: I have five years left to live, how should I provide for my family?

With just five years left to live, Geoff wants to make sure his wife and children are provided for when he's gone.

Scenic World’s Anthea Hammon on life in the family business

For Anthea Hammon, her love of the Scenic Railway - and the engineering that is its backbone - took root early. Now the engineer jointly manages the family business.

Three tips for navigating the upheaval of a grey divorce

Divorce in later life can have a devastating emotional and financial impact, here are some tips to help navigate the upheaval.
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