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WILL News & Analysis
Personal Finance
Australia is in the early throes of an intergenerational wealth transfer worth an estimated $3.5 trillion. Here's a case study highlighting some of...
Peter Nevill | 20 November 2024
Personal Finance
Implications of inheriting or bequeathing property.
Shani Jayamanne | 29 October 2024
Personal Finance
Don’t miss out on a chance to articulate your legacy.
Danielle Labotka | 08 October 2024
Personal Finance
This week’s episode of Investing Compass goes through some expert advice on how to make your will as airtight as possible.
Shani Jayamanne | 07 October 2024
Personal Finance
More than 50% of wills are contested. Here’s how to increase the possibility your wishes are honoured.
Shani Jayamanne | 19 September 2024
Personal Finance
'Putting your affairs in order' is a term that is commonly used when people are approaching the end of their life. It is not as easy as it sounds,...
Noel Whittaker | 23 May 2024
Retirement
Morningstar’s James Gruber caught up with Whittaker to discuss his new book, Wills, death & taxes made simple.
James Gruber | 11 May 2024
Retirement
Big inheritances can be a sign of underconsumption and suboptimal planning.
Christine Benz | 06 November 2023
Retirement
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
Retirement
If you're an Australian citizen who has lived abroad and accumulated offshore assets, you may need to have separate wills for your local and...
Elizabeth Wang | 08 June 2018