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Estate planning

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Asking your children and their partners to sign a legal document could be awkward, but it can save you headaches down the track.

Lending your kids money? This could save you from going to court

Simply gifting your children or grandchildren their inheritance could pose major issues further down the line.

  • James Steel

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With more of us passing on our inheritances while we live, an increasing number of Australians are looking beyond the family tree when estate planning.

Your inheritance should make a difference – but not just for your kids

With more of us passing on our inheritances while we live, an increasing number of Australians are looking beyond the family tree when estate planning.

  • Noel Whittaker
“There’s not going to be a nice family Christmas after this. Are you comfortable with that?”

‘It is going to get really bitter’: Why family-will battles are set to explode

With more blended families and a record $3.5 trillion intergenerational wealth transfer expected over the coming decade, inheritance clashes are set to balloon.

  • Konrad Marshall
The Supreme Court has seen its biggest year-on-year increase in probate applications.

Fuss over new inheritance fees is much ado about nothing

If Victorians found themselves seriously panicked about the future of their inheritance this week, I’m not surprised.

  • Victoria Devine
Michael Bar-Mordecai leaving the Supreme Court in 2004.

Struck-off doctor loses 42nd attempt to get his medical licence back

Michael Bar-Mordecai was struck off after it emerged he was having a relationship with an 83-year-old patient whose estate he tried to claim.

  • Kate McClymont
The late Andrew Findlay and his former partner Liz Kemp, who has launched proceedings in the NSW Supreme Court over his multimillion-dollar estate.

Former partner of wealthy Sydney businessman loses court battle over his estate

A Supreme Court judge has ruled that the children of Andrew Findlay should inherit his multimillion-dollar estate, not his estranged partner and their mother.

  • Andrew Hornery
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With Baby Boomers getting older, we have a large wave of inheritance on the horizon.

How to avoid the ‘oldest daughter’ effect when inheriting money

Women in Australia are increasingly being tasked with managing the finances not just for their immediate family, but also for their parents.

  • Grace Bacon
If careful preparation has not been put in place, serious problems can emerge when a loved one dies.

Death and taxes are inevitable. Here’s how retirees can minimise the latter

If couples and families don’t put proper preparations in place, serious financial problems can emerge when a loved one dies.

  • Noel Whittaker
The late Andrew Findlay and his former partner Liz Kemp, who has launched proceedings in the NSW Supreme Court over his multimillion-dollar estate.

Battle of wills plays out over high-flyer’s $20 million estate

A mystery former lover, family feuds, a trophy home named Camelot and a tragedy which gripped the city all featured during the hearing played out in Courtroom 10D at Queens Square.

  • Andrew Hornery
Twelve million Australians do not have a will, and 60 per cent have never given a thought to estate planning. That’s a serious situation.

Three things to keep in mind when planning your will

Twelve million Australians do not have a will, and 60 per cent have never given a thought to estate planning. That’s a serious situation.

  • Noel Whittaker

Original URL: https://www.watoday.com.au/topic/estate-planning-hot