Family Inheritance

If you’re caring for an ageing parent and facing family conflict over inheritance planning, you’re not alone. Learn how to protect your wellbeing, keep finances transparent, and avoid common mistakes that can add stress during an already difficult time.

Inheritance planning in Australia can open old wounds among siblings. Discover how to move forward from family disputes, protect your wellbeing, and focus on what matters most.

Inheritance planning in Australia isn’t as simple as it sounds. Even without an inheritance tax, your family could face big tax bills if you don’t leave clear records. Learn what you need to do today to protect their future.

If an ex-partner is remarrying, you may worry about your children’s inheritance. Discover how second marriages affect inheritance planning and what conversations truly matter.

Even careful inheritance planning can unravel when dementia and family conflict collide. Discover three mistakes to avoid if you want to protect your finances; and your peace of mind.

When end-of-life money pressures collide with grief and family dynamics, mistakes can happen fast. Learn the critical errors to avoid in inheritance planning and how to protect your loved one’s wishes, without letting family conflict take over.

If you’ve discovered your parents plan to leave most of their estate to a sibling, you’re not alone. Learn how to handle the emotional fallout, protect your relationships, and plan your own financial future, regardless of what’s in the will.

Discovering your parents plan to leave most of their estate to a sibling can feel unfair and hurtful. Learn how to process these emotions, start honest conversations, and protect your own financial wellbeing.

Inheritance planning in second relationships is never simple. If you want to protect your kids and support your partner, you need a clear plan and open communication. Here’s how to avoid family conflict and secure everyone’s future.

Most families don’t think about aged care until they’re suddenly in...

If you’re worried about inheritance after separation, you’re not alone. Learn how Australian law treats inherited money during divorce, what steps protect your assets, and why timely action is key.

Blended families face unique risks when it comes to estate planning after 50. Discover the three most common mistakes that can leave children from a first marriage excluded; and learn how you can protect your family’s future.

Losing a loved one without a will can turn grief into legal and family turmoil. Discover the biggest estate planning mistakes and how to protect your loved ones with clarity and confidence.

It’s a question more parents are facing: should you help your adult children buy a property by giving them part of their inheritance...

Recent research from CoreData shows something surprising: young Australians aged 18 to 29 are now the most likely to receive an...

Planning your will is one of the most important steps in protecting your loved ones and ensuring your wishes are carried out. While it may...

Elaine dared take in a glance of Rueben as he did this thing by the sprawling coffee machine. The line was always long here in the morning,...

Inheritance can be a delicate topic, especially when it involves a family home and multiple children. Ensuring a smooth transition requires...

There’s no doubt about it. At some point in our relationship with our parents, things change. Hopefully, if we get enough time with our parents, we get to see them start to age. To slow down.

Jasper needs to change some habits around spending and saving, starting with monitoring where his money is going and starting to build up a buffer savings fund.

Over the coming 20 to 30 years we will see the largest intergenerational wealth transfer in history. The majority of this will be from...

Sarah approached the grand ballroom with some trepidation. She wore a sleek silver dress and stilettos, totally befitting the look, if not yet the feel, of the role ahead of her. Truthfully, she knew she wasn’t nervous about the work,

Of all the topics I write about, inheritance is one that will be gaining more attention over the next five years....

Who do you go to for wisdom? Whose opinion do you respect over most others? If someone immediately comes to mind, then you may well...

As a young and rather naïve 24-year-old woman, I was just starting to build my career in the finance industry as a sales executive at...