MORE STORIES

Estate planning & wills

Will stepfather have final say?

Can the new will of a stepfather drawn up after the death of his wife – excluding her children from any inheritance in favour of the stepfather’s only child – be contested? Estate planning lawyer Rod Cunich has the answer.

Property

Does property sale attract CGT?

Hilda* is the executor of her late father’s will and has a question regarding property sales and capital gains tax. BNR Partners director Ian Raspin offers some guidance.

Estate planning & wills

Can I share legacy with 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

Do I help my mum rewrite her will?

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

Legal & General

Is it time to review your will?

As with many Australians, Jack made his will several years ago and now that his children are adults, he asks legal expert Rod Cunich if he needs to make a new one.

Property

Will joint tenancy status be costly?

David and his wife own their home as ‘joint tenants’. They ask estate planning lawyer Rod Cunich if that will cause them issues when one of them dies.

Finance

Why we must plan for death

Financial planner Helen Baker guides us through the really important conversation that many of us prefer to postpone – repeatedly.

Legal & General

Why challenge to will is inevitable

Jacob* wants to block an estranged daughter from his will while providing for a disabled son and his brother. He asks estate planning lawyer Rod Cunich if that is possible.

Finance

Can Linda amend her will this way?

Linda made her will 40-plus years ago and wishes to make some amendments. She asks estate planning lawyer Rod Cunich if her planned strategy is legal.

Grief and Loss

Daughters shattered after will change

A mother has quietly changed her will to leave the family home to a son and exclude two daughters. Estate planning lawyer Rod Cunich explains how they should proceed.

Finance News

‘Should I bargain on will?’

Colin* has cared for his parents for years and has been promised recompense in their will. However, he is concerned that his brothers will contest their wishes. He asks Rod Cunich for guidance.

Grief and Loss

Tax owing after Dad’s death

After the death of his father, Ken is helping his mother put financial assets in her name. Tax accountant Vicki Thanos steps in to help.

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