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WILL News & Analysis

Avoiding wealth transfer pitfalls
Personal Finance
Avoiding wealth transfer pitfalls
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
Your inheritance will likely be a house. What should you do with it?
Personal Finance
Your inheritance will likely be a house. What should you do with it?
Implications of inheriting or bequeathing property.
Shani Jayamanne | 29 October 2024
How to talk to your family about inheritance
Personal Finance
How to talk to your family about inheritance
Don’t miss out on a chance to articulate your legacy.
Danielle Labotka | 08 October 2024
Chances are your estate will be contested. Here's how to protect it.
Personal Finance
Chances are your estate will be contested. Here's how to protect it.
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
How to create an airtight will
Personal Finance
How to create an airtight will
More than 50% of wills are contested. Here’s how to increase the possibility your wishes are honoured.
Shani Jayamanne | 19 September 2024
Estate planning made simple, Part II
Personal Finance
Estate planning made simple, Part II
'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
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
We need to talk about your retirement ‘spending’
Retirement
We need to talk about your retirement ‘spending’
Big inheritances can be a sign of underconsumption and suboptimal planning.
Christine Benz | 06 November 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
You might need multiple wills for offshore assets
Retirement
You might need multiple wills for offshore assets
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