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Browsing Tag

estate planning

56 posts
PPersonal finance
Where does your superannuation go when you die? How can you make a binding death benefit nomination?
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Where does your superannuation go when you die? How can you make a binding death benefit nomination?

  • August 11, 2026
Where your superannuation savings go when you die is not always straightforward, but there are ways to increase…
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
Why financial education has to start before the estate plan does
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Why financial education has to start before the estate plan does

  • June 22, 2026
Wealthspire’s Andrew Lendnal tells InvestmentNews that raising capable heirs matters more than building the perfect trust. Children who…
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
Opinion: Three powerful forces are draining family wealth — and your estate plan is completely unprepared
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Opinion: Three powerful forces are draining family wealth — and your estate plan is completely unprepared

  • June 18, 2026
Last Updated: June 17, 2026 at 4:40 p.m. ETFirst Published: June 17, 2026 at 9:24 a.m. ET The largest wealth…
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,…
BBusiness
HMRC reveals how new inheritance tax rules will work | Personal Finance | Finance
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HMRC reveals how new inheritance tax rules will work | Personal Finance | Finance

  • May 26, 2026
HMRC has issued fresh details about how inheritance tax (IHT) changes will apply to pensions. From April 6…
PPersonal finance
Never too late to write a will
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Never too late to write a will

  • May 25, 2026
KUALA LUMPUR: Frozen inheritance assets has reached a staggering RM90bil, with experts attributing this to a lack of…
PPersonal finance
Inheritance tax warning as countdown begins to major rule change - 'make most of this' | Personal Finance | Finance
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Inheritance tax warning as countdown begins to major rule change – ‘make most of this’ | Personal Finance | Finance

  • April 13, 2026
An expert has shared some important inheritance tax tips (Image: Getty) This article contains affiliate links, we will…
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 8, 2026
That happened over two decades ago, when alter ego trusts and joint partner trusts were first introduced. These…
PPersonal finance
AOL
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7 simple estate documents people regret not having sooner

  • April 7, 2026
Nearly two-thirds of Americans don’t have a will, according to recent surveys — and most think estate planning…
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…
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