8 February 2010 | Providing for the next generation is a key concern for many clients. Mark Gleeson takes a look at core testamentary trusts and child pensions.
28 January 2010 | The lack of professionals specialising in estate planning in Australia will cause a huge problem for the financial planning industry as their wealthier baby boomer clients enter retirement and succession issues become more of a concern.
15 December 2009 | With increased life expectancies come increased health care costs later in life, which can make a considerable dent in retirees' savings and any legacy they hoped to leave behind.
30 November 2009 | The latest Australian mortality rates have shown that the gap between male and female life expectancies is less than five years, which could have significant implications on retirement planning.
29 July 2009 | While some advisers may feel they don't have the skills to deal with estate planning, investment bonds allow them to offer an estate planning strategy within their existing skill and knowledge base, according to IOOF investor solutions general manager Renato Mota.
21 July 2009 | Estate planning may not be the exclusive domain of the financial planner, but there are tremendous opportunities for them to play a leadership role. CORRINA JACK reports.
21 July 2009 | ALENA MILES considers estate planning strategies unique to self-managed super funds.
24 June 2009 | Partners of spouses who have not made wills will receive 100 per cent of the estate.
2 June 2009 | New system enables advisers to provide more product-specific compliant advice and maximise estate planning benefits.
26 March 2009 | JENNY McMILLAN considers state-based family provision legislation and the effect it may have on estate planning.
23 March 2009 | Financial planners must broaden their advice propositions beyond market-linked performance, and opportunities can be found in areas such as aged care and estate planning, according to a financial planning consultant.
13 March 2009 | Financial planners have been warned that estate planning is about more than just making a will and that they risk curtailing possible revenue streams if they fail to understand the sector.
22 October 2008 | IOOF research reveals a family first approach prevails.
13 October 2008 | Advisers and clients lose when estate planning is ignored.
14 May 2008 | McCullough Robertson offers free legal guidance for advisers.
17 September 2007 | Baby boomers are being advised to consider more sophisticated options for their family Will.
31 August 2007 | Heavy petting while making a will.
3 April 2007 | Estate planning is one of the most important areas of a financial plan but is often overlooked by advisers, according to AXA national development manager Steve Currie.
27 April 2000 | Macquarie has revamped its range of superannuation and allocated pension plans to include a number of estate planning initiatives and life insurance.