MORE STORIES

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.

Legal & General

Estate planning: is your will in need of a review?

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.

Legal & General

Your queries about executors answered

We all need to ensure we have end-of-life plans in place in a timely fashion to minimise the pain for relatives. YourLifeChoices receives many questions about executors and estate planning lawyer Rod Cunich always has the answers.

Property

David fears home ownership status may 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 need to talk about the financial side of death

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

Legal & General

Why daughter’s 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 I make voice-recorded amendments to my will?’

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

Can daughters fight stealthy change to Mum’s will?

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 Colin bargain with his brothers 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

‘What are the tax implications for Mum 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.

Legal & General

Will sisters’ good intentions lead to will war?

John is concerned that his mother-in-law’s will may be contested by family members who have been excluded. Can estate planning lawyer Rod Cunich help?

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