At 74, Veronica wants to help out her son when she dies, but how can she provide for him without risking his disability pension?
estate planning
52 results tagged estate planning:
Executors. Probate. Death certificates. Losing a loved one is hard enough without having to pick up the financial pieces.
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.
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.
Unscrupulous Australians have been using the isolation of coronavirus lockdowns to rip off their ageing parents.
When planning for who gets what on your death, these are some of the factors you need to bear in mind.
If your super statement seems like it's written in another language, we've put together an easy guide to understand what it all means.
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.
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.
With just five years left to live, Geoff wants to make sure his wife and children are provided for when he's gone.