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Inheritance and estate planning

138 videos

Wills, inheritances, passing on wealth, death benefits, powers of attorney.

1:02 How to raise financially confident children #finance 14 Dec 2025 1:05 How do you start the money conversation your parents keep avoiding? #taxplanning 6 Dec 2025 2:59 What you need to consider when gifting to your children in retirement? #financialadvice 2 Dec 2025 16:22 Selling Your Business or Farm: Smart Tax & Investment Strategies 27 Nov 2025 1:35 If one child takes over the farm, how do you make things feel fair for everyone else? #finance 25 Nov 2025 26:20 Aged Care Changes 2025: Fees, Deposits & New Rules Explained 21 Nov 2025 2:39 Does the $500k+ deposit get fully refunded, or are costs deducted from it? #agedcare 15 Nov 2025 0:53 How do wealthy families protect their assets? #finance 14 Nov 2025 2:01 How to ensure your beneficiaries get more of your super? #superannuation 10 Nov 2025 1:07 Testamentary Trusts Overview 12 Aug 2025 36:12 Your Retirement, Your Number: The Real Math Behind the Dream 7 Aug 2025 0:48 Navigating Financial Complications #trusts 21 Jul 2025 1:08 Unlocking the Power of Testamentary Trusts #trustinvesting 18 Jul 2025 19:47 When Should You Set Up a Trust for Investing #financialfreedom 9 Jul 2025 1:09 Recontribution Strategy to Reduce Taxable Components #tax 16 Jun 2025 0:27 The Role of Gifting in Retirement Planning #retirementplanning 29 May 2025 2:51 Unlock the potential of your inheritance and Superannuation #inheritance 26 Mar 2025 1:33 Can you access superannuation with a terminal illness? #sharemarket #financialeducation #investing 9 Jan 2025 0:35 Protect your legacy now #estateplanning #wealthtransfer #financialeducation #financialadvisor 2 Dec 2024 36:30 Education Bonds Explained: with Marie Lazar #financialplanning 22 Nov 2024 20:39 Making the Most of a Lump Sum #financialplanning 26 Sep 2024 1:00 Should You Go guarantor for your Son's Home Loan? #homeloan #financialadvisor #financialstability 19 Aug 2024 18:33 Do you help your children buy a home? #buyinghomeforchildren 13 Aug 2024 2:55 Should young adults buy or rent? #financialanalysis 8 Aug 2024

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The information provided in this article is general in nature only and does not constitute personal financial advice.