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ESTATE PLANNING News & Analysis

Estate planning made simple, Part I
Personal Finance
Estate planning made simple, Part I
Every year, millions of dollars are spent on legal fees, and thousands of hours are wasted on family disputes - all because of poor estate planning....
Noel Whittaker | 17 May 2024
How to invest for your kids
Personal Finance
How to invest for your kids
Getting your children started early can give them a leg up financially and teach them a critical life skill.
Shani Jayamanne | 16 May 2024
Noel Whittaker’s key tips for estate planning
Retirement
Noel Whittaker’s key tips for estate planning
Morningstar’s James Gruber caught up with Whittaker to discuss his new book, Wills, death & taxes made simple.
James Gruber | 11 May 2024
Boomers and their children unprepared for $3.5 trillion wealth transfer
Retirement
Boomers and their children unprepared for $3.5 trillion wealth transfer
A new report suggests most Australians want to share their wealth with the next generation but are unsure of the best ways to do it.
James Gruber | 25 October 2023
6 conversations about money to have with your family over the holidays
Personal Finance
6 conversations about money to have with your family over the holidays
Carve out some time to discuss financial planning.
Amy C. Arnott | 24 October 2023
Should you give your children their inheritance before you die?
Personal Finance
Should you give your children their inheritance before you die?
The issue is likely to be aired more often as Baby Boomers in Australia get older, die richer and leave behind larger bequests.
James Gruber | 16 April 2023
How to talk to your family about your will
Retirement
How to talk to your family about your will
Parents are often uncomfortable talking to their adult children about personal matters, but there are many benefits in having such a conversation.
Don Ezra | 20 February 2023
Protecting your SMSF from challenges beyond the grave
Retirement
Protecting your SMSF from challenges beyond the grave
Putting the right steps in place can minimise the risk of costly disputes, writes Anthony Fensom.
Anthony Fensom | 29 June 2021
7 items your estate plan may have left out
Retirement
7 items your estate plan may have left out
If your goal is to look out for your loved ones, consider tackling these estate-planning additional jobs.
Christine Benz | 28 July 2020
The other side of rising life expectancy
Retirement
The other side of rising life expectancy
No one plans to suffer dementia, but organising your financial affairs and estate planning is an increasingly important consideration that can reduce...
Glenn Freeman | 14 December 2018