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Estate planning & wills

Can I share an inheritance with my siblings?

Jeff* receives an Age Pension and has been named the sole beneficiary in a relative’s will. He asks Rod Cunich about any ramifications if he were to share the inheritance with siblings.

Legal & General

How do I ensure my mum’s will fulfills her wishes?

Connie is the executor of her mother’s will and has asked YourLifeChoices’ estate planning expert Rod Cunich for guidance.

Mortgage & home Loans

Boomers spending kids’ inheritance

Baby boomers are spending about $1 billion of their children’s inheritance every year by gradually cashing in the equity in their homes, says new report.

Age Pension

Simple tips to help you make the most of your inheritance

What should you do with an inheritance? Should you spend it on your mortgage? A car? How about a holiday? Will your inheritance affect your Age Pension? How does Centrelink assess a lump sum?

Age Pension

How will an inheritance affect pension?

Andrée is expecting a big inheritance and wants to know what happens if she pays off her mortgage.

Finance News

National powers of attorney register a big win in fight against elder abuse

A decision to establish minimum standards for powers of attorney described as a major step forward in fighting financial elder abuse.

Disability Support Pension

How does an inheritance affect the Disability Support Pension?

Jewel expects to receive an inheritance soon and wants to know how her DSP will be affected.

Age Pension

What is the best way to deal with an inheritance?

Owen has a number of questions relating to a recent inheritance.

Finance

Can my disrespectful brother be removed from mum’s will?

A mother wants to remove her disrespectful son from her will. Estate planning specialist Rod Cunich explains the repercussions of such actions, as well as how to get around them.

Finance

Calls to change inheritance laws

Australia is one of only seven OECD countries without any inheritance, estate or gift taxes.

Finance

Banks renew push to curb elder abuse

Australian Banking Association lobbies Federal Government to establish a new financial elder abuse service.

Banking & Investment

What are the pitfalls in house legacy plan?

Glenda is seeking information about leaving a house to a child for the term of his/her natural life and wants to know the potential problems. Estate planning lawyer Rod Cunich says proceed with caution.

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