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Eight ways to protect family wealth: dementia and strategies to avoid a painful crisis

Calling time on the financial capacity of a loved one could be one of life’s toughest conversations. These strategies can aid a successful outcome.

James brickwoodSuzie willisRhett wymanJane lonieClaire thurstansMichael perkinsAndrew meiliunasMarisa broomeHall wilcoxDarryl browneAustralian taxation officeEquity trusteesInvestments commissionAlzheimer associationBrowne linkenbagh legal servicesAutonomy first

How an ink splodge cost a couple their $4 5m inheritance

What can happen if a “lost” will is found highlights the need to make sure final wishes are clear, up to date and easily accessible.

Deborah nightingaleAndrew meiliunasDouglas killmisterJustice mooreHall wilcoxMaurice blackburnPitcher partners advisory

Elder abuse in Australia: The family member most likely to steal your savings

Families should put these steps in place to avoid theft and fraud.

Hall wilcoxAnna blighWilliam mooreAndrew meiliunasProductivity commissionAustralian banking associationAnna hackerPitcher partners

Wealthy SMSF members are being targeted by their children

Lawyers warn estate disputes are rising as the value of self-managed super funds tops $820 billion.

William benzAndrew meiliunasSupreme courtAustralian taxation officeA high courtAustralian institute of familyHigh courtAustralian instituteMaurice blackburn lawyersJulie ward

Families: Court enforces rights of stepchildren in blended families

Increasingly complex family structures are leading to more inheritance disputes between siblings.

Western australiaBrian horMaurice blackburnAndrew meiliunasSupreme courtAustralian institute of familyAustralian instituteFamily studiesAnna hackerTownsends businessCorporate lawyers

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