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ESTATE PLANNING News & Analysis
Personal Finance
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
Personal Finance
Getting your children started early can give them a leg up financially and teach them a critical life skill.
Shani Jayamanne | 16 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
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
Personal Finance
Carve out some time to discuss financial planning.
Amy C. Arnott | 24 October 2023
Personal Finance
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
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
Putting the right steps in place can minimise the risk of costly disputes, writes Anthony Fensom.
Anthony Fensom | 29 June 2021
Retirement
If your goal is to look out for your loved ones, consider tackling these estate-planning additional jobs.
Christine Benz | 28 July 2020
Retirement
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
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