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Browsing Tag

estate planning

47 posts
PPersonal finance
mint
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Why child-free couples may need more—not less—for retirement

  • July 29, 2026
Many child-free couples make the same assumption: without the cost of raising children, they will need less money…
PPersonal finance
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Multiple marriages to family businesses: India’s new need for wealth managers

  • July 7, 2026
Not too long ago, most people associated wealth managers with stock tips and portfolio advice. If you had…
PPersonal finance
The great wealth transfer isn't coming - it's already here
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The great wealth transfer isn’t coming – it’s already here

  • June 18, 2026
Advisors who wait for a wealth event to introduce themselves to the next generation are already too late.…
PPersonal finance
Lawyers expect will disputes to escalate with over $5 trillion to be bequeathed in coming decades
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Lawyers expect will disputes to escalate with over $5 trillion to be bequeathed in coming decades

  • May 28, 2026
A high proportion of Western Australians do not have a will, have never discussed inheritance with their family,…
PPersonal finance
Planning ahead will save family the stress
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Planning ahead will save family the stress

  • May 25, 2026
MELAKA: When her husband died in 2013 after a long battle with cancer, housewife Aunty Yen (as she…
PPersonal finance
mint
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How to redesign a ₹12 crore portfolio for clarity and long-term stability

  • May 24, 2026
I am a 42-year-old entrepreneur with a portfolio of around ₹12 crore spread across equity mutual funds (55%),…
PPersonal finance
Should An Estate Be Divided Equally? How To Decide And Execute The Plan
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Should An Estate Be Divided Equally? How To Decide And Execute The Plan

  • May 8, 2026
It’s not often that a popular television series highlights the importance of estate planning, but the Netflix series…
PPersonal finance
Image:Fabio Balbi/stock.adobe.com
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For the avoidance of doubt … no, super is not an estate asset

  • April 16, 2026
 Matthew Burgess, director of View Legal, said the case of Lin v Yim & Anor [2026] QSC 57…
PPersonal finance
Expert warns inheritance tax is ‘becoming more complex’ – 5 top tips | Personal Finance | Finance
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Expert warns inheritance tax is ‘becoming more complex’ – 5 top tips | Personal Finance | Finance

  • April 12, 2026
You will want to make sure you can pass your assets down to your family (Image: GETTY IMAGES)…
PPersonal finance
marcos-mayer-8_NI1WTqCGY-unsplash alternate text for this image
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When an alter ego trust might be right for your client

  • April 9, 2026
That happened over two decades ago, when alter ego trusts and joint partner trusts were first introduced. These…
PPersonal finance
My mom was much richer than I realized, and left me more than I could have imagined. How do I manage this much money?
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My mom was much richer than I realized, and left me more than I could have imagined. How do I manage this much money?

  • April 3, 2026
Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content below. During the…
PPersonal finance
A husband is disinheriting his kids, leaving everything to his wife. How to avoid inheritance wars in blended families
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A husband is disinheriting his kids, leaving everything to his wife. How to avoid inheritance wars in blended families

  • March 31, 2026
It’s a question many remarried couples face: If one spouse passes away, what happens to the inheritance if…
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