estate planning
101 results tagged estate planning:
Just over half of Australian adults do not have a will
There is nothing like a headline about wills to get Paul Clitheroe frothing.
The game is up for junk insurance policies and predatory sales tactics
From grossly inappropriate cold-calling and pressure-selling of life insurance to junk insurance sold to people who could never claim on it, Commissioner Hayne's verdict on Australia's insurance industry is in and the game is up.
Granny flats and capital gains tax: what you need to know
If an elderly relative lives with you under a formal arrangement, you may have to pay CGT under current tax law. But these rules could be about to change.
The break-up survival guide: 10 money mistakes to avoid
"Happily ever after" has not panned out, and your relationship is over. Here are 10 steps to sort out your finances after a break-up.
Why your will should cover your Facebook account
Don't make the mistake of assuming digital assets have no value. Your estate plan needs to include your Facebook page and other online assets.
Ask Paul: Where should I invest $1 million for adult kids?
James has $1 million in a term deposit that he would like to leave to his adult children. Where should he invest it? And does he need a trust?
Ask Paul: Should I give my kids their inheritance now?
With his net worth increasing faster than he's spending it, 72-year-old John wants to start helping out his kids now. Is an early inheritance a good idea?
Difficult decisions: managing your money in the face of dementia
With dementia now the leading cause of death in Australia, there's a question we need to consider: what will happen if we're still living but mentally unable to make decisions about our money?
Why you shouldn’t overlook your Facebook account in your will
Your Facebook and Instagram accounts may have taken over your life, but what will happen to them when you die? It's time to appoint a digital executor.
Your new year to-do list: six resolutions to balance your budget
Chances are any money resolutions you made at the beginning of 2018 have fallen by the wayside. The start of a new financial year is the perfect time to revisit them.
