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?
estate planning
Showing 81 to 90 of 106 results tagged estate planning:
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?
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?
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.
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.
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 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.
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.
David's plan to build a granny flat for his elderly parents is a financial, legal and emotional minefield, says Paul Clitheroe.
It's not the cheeriest of conversations, but it could be the most important one you have over Christmas.
