For households relying on a single income, the stakes are high. The breadwinner's role in estate planning is crucial to ensuring financial s

As clients begin to return from their summer holidays—some from overseas visits with family—it’s a great time to consider the unique challen

Personal items and estate planning: navigating the unique challenges of art and chattels

As we step into 2025, it’s clear that relationships are evolving—and so are the challenges they bring to estate planning. With de facto rela

For many families, they can also resurface old conflicts. As clients spend more time with their families and reflect on the past and future,

In simple terms, non-estate assets are assets that do not automatically fall under the control of a person's estate. These assets may not...

As the holiday season approaches, it’s an ideal time for advisers to engage clients in meaningful conversations about their future....

When we started Inherit Australia, our research revealed four key objections from advisers about estate planning:   1️⃣ “No time and no...

Australia is on the brink of an unprecedented wealth transfer, and the story below highlights some important considerations for preparing...

For advisers working with clients in blended families, estate planning requires a nuanced approach. Children from prior relationships often

In estate planning, it also signals the rush towards the Christmas break, when clients aim to finalize their plans before heading away or...

Advisers, managing clients in the gig economy or self-employed? Their estate planning needs are far from traditional. With diverse income...

Life insurance can be a cornerstone of your client’s estate planning strategy, providing much-needed financial security for loved ones in th

While cars may not be the most complex asset, they still play a role in estate planning. Solely owned vehicles become part of the estate, wh

📊 Did you know?  Roughly 2,250,000 Australians—about 20% of taxpayers—own investment properties, representing around 3.25 million...

As an adviser, guiding your clients through the estate planning process for their holiday home is essential. Ownership structures—whether so

A family home is often the most valuable and emotionally significant asset in estate planning. Ownership type plays a crucial role in determ

Superannuation is often the most substantial investment for many clients, yet advisers frequently focus on accumulation and pension phases,

The functions of a partnership are controlled by the Partnership Act in each state and territory. These Acts state that the death of a...

When a company lacks a formal constitution, it leaves the door open for complications in estate planning. Without clear governance and decis