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Estate planning

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

Estate planning

‘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

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.

Estate planning

‘Can I protect my estate from my daughter AND any new partner of my de-facto?’

‘Can I protect my estate from my daughter AND any new partner of my de-facto?’

There are a few basic concepts around inheritance that everyone should know, no matter where they live. Here they are.

Money ExpertBrian Herd

This reader wants to know if she legally has to leave her estranged daughter a percentage of her estate. Source: Getty.

Estate planning

Reseal of probate: A vital term to know for estates with far-flung assets

Reseal of probate: A vital term to know for estates with far-flung assets

There's a difference between grant of probate and reseal of problem. Do you know what it is?

Money ExpertRebecca Edwards

If you have assets all over the globe, then you should definitely know what a reseal of probate is. Source: Getty.

Estate planning

‘Mum’s partner is attempting to cut me out of her estate. What can I do?’

‘Mum’s partner is attempting to cut me out of her estate. What can I do?’

With as much as $250,000 at stake, legal AND financial advice should be on the cards.

Money ExpertBrian Herd

Wills that deal with the same assets in different ways can sometimes be a recipe for disaster. Source: Getty.

Estate planning

11 mistakes to avoid when making your will

11 mistakes to avoid when making your will

Funeral expert Cale Donovan explains the common roadblocks that can arise when writing a will.

Written byCale Donovan

Before diving into will-making check this list to make sure you're on the right track. Source: Getty.

Estate planning

‘Can I ensure my child benefits from my estate but their partner doesn’t?’

‘Can I ensure my child benefits from my estate but their partner doesn’t?’

"At some stage you have to 'let go', as they say, and avoid trying to rule from heaven."

Money ExpertBrian Herd

Choosing who gets a piece of your estate and who gets cut off entirely can be a hard one. Source: Getty.

Estate planning

Where there’s a will, there’s a way: How to make a legal will in isolation

Where there’s a will, there’s a way: How to make a legal will in isolation

Covid-19 has focused attention on end-of-life planning but also made it trickier to do!

Money ExpertBrian Herd

Certain online witnesses will be legally viable for willmakers until the end of September. Source: Getty.

Estate planning

‘Do I have to include my late husband’s stepchildren in my will?’

‘Do I have to include my late husband’s stepchildren in my will?’

Your will can contain whatever you want but it's important to be aware of the implications of your decisions.

Money ExpertBrian Herd

Picking beneficiaries when estate planning means you should also be aware of the implications that could arise from leaving some parties out. Source: Getty.

End-of-life planning

Storing your will: Really bad real-life ideas and how to avoid them

Storing your will: Really bad real-life ideas and how to avoid them

Making a will is a great first step but it's not the end of the steps you can take to ensure your wishes are enacted.

Money ExpertMichael Spiegel

Sometimes it's just better to be explicit about where you've stored your will, rather than put the emotional strain on your family after you pass. Source: Getty.

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