estate planning

101 results tagged estate planning:

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.

How to cash in on Australia’s five-star aged care

Australians are living longer, and many baby boomers are set to retire over the next 15 years, increasing the demand for high quality aged care services.

When to take out an enduring power of attorney

A valid enduring power of attorney should be done before you are ever at risk of being deemed not to have capacity to deal with your finances.

16 things you should know about superannuation

Did you know your super isn't covered in your will?

Can a trust prevent kids from wasting their inheritance?

Testamentary trusts can be the answer for parents who want to leave an inheritance that will be protected from divorce, gambling or addiction.

2017 Super Guide

This special edition contains everything you need to know about super including what you should be doing with your super in your 20s, 30s, 40s and 50s.
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