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Estate planning

Handing your house over to your kids when you're still alive can come with more complications than just naming them in your will. Source: Getty.

Estate planning

‘Should I give my home to my daughter now or will it to her?’

"I have seen many of these types of arrangements fall down because no one applied the 'what if' analysis."

Money ExpertBrian Herd

Estate planning

‘I’ll receive my husband’s estate, but how can I stop his son challenging MY will?’

‘I’ll receive my husband’s estate, but how can I stop his son challenging MY will?’

If you haven't heard of a statement of wishes before, now's the time to learn!

Money ExpertBrian Herd

How far will this reader go to keep a lock on her estate? Source: Getty.

Estate planning

‘Can my ex-wife’s new partner rob our kids of her home if she dies?’

‘Can my ex-wife’s new partner rob our kids of her home if she dies?’

There are several hurdles a de facto partner must jump to successfully challenge a will. But it's not impossible.

Money ExpertBrian Herd

There are some hurdles to jump over before a de facto can successfully contest a will. Source: Getty.

Estate planning

‘How can I ensure my son inherits my home without impacting my de facto?’

‘How can I ensure my son inherits my home without impacting my de facto?’

"I want my partner to be able to live comfortably should anything happen to me but not to the detriment of my son."

Money ExpertBrian Herd

This reader has found herself between a rock and a hard place when it comes to who she's going to hand her house to when she dies. Source: Getty.

Estate planning

‘Can my estranged brother fight my attempt to sell our late dad’s house?’

‘Can my estranged brother fight my attempt to sell our late dad’s house?’

"I've received no benefit from my father’s will over the past 37 years, unlike Dad's de facto wife or my half-brother, who've lived rent-free for all of that time."

Money ExpertBrian Herd

Family fights are bad enough on their own, let alone when there's money involved. Source: Getty.

Estate planning

The dreaded death tax already exists (in a way): Here’s how to avoid it

The dreaded death tax already exists (in a way): Here’s how to avoid it

"Let’s get real. Going to an election with a policy of bringing in death duties would be highly risky for any party. But there are situations already occurring in which a tax on death can occur."

Money ExpertNoel Whittaker

Noel Whittaker says that bringing in a death tax wouldn't be easy. Source: Getty.

Downsizing your home

‘How will buying in a retirement community impact the estate I leave?’

‘How will buying in a retirement community impact the estate I leave?’

Starts at 60’s free ‘Downsizing Essentials’ e-guide can help you break down the financials of retirement living in one simple exercise.

Written byRachel Lane

There's a lot to unpack when it comes to downsizing to head into a retirement village. Source: Getty.

Estate planning

Hitched or ditched: How your relationship status can seriously impact your will

Hitched or ditched: How your relationship status can seriously impact your will

And believe it or not, 'pre-nups' aren't just for the super-rich.

Money ExpertCourtney Mullen

It's vital to know how your relationship status impacts your estate. Source: Getty.

Estate planning

‘How do I leave my half of the house to my children, not my husband?’

‘How do I leave my half of the house to my children, not my husband?’

No one likes the thought of possibly handing over a precious asset to a complete stranger when they die.

Money ExpertBrian Herd

This reader wants to protect her half of her and her husband's house from going directly to her husband. Source: Getty.

Estate planning

‘I live rent-free in a friend’s unit. If he dies, can his wife or kids kick me out?

‘I live rent-free in a friend’s unit. If he dies, can his wife or kids kick me out?

There are two ways to remove this worry, one more reliable than the other.

Money ExpertBrian Herd

This reader is tying to avoid being kicked out of her home. Source: Getty.

From our community

‘Trying to avoid getting screwed over by a tradie was a costly exercise’

by Guest Contributor

‘I’m fed up with Baby Boomers being blamed for modern society’s woes’

by Lynne M Jones

‘My son blames me for his grandmother’s death’

by Guest Contributor

‘Mother’s last testament: Why I challenged my mother’s will’

by Guest Contributor