Five Ways to Avoid Disagreements Over Your Will
Australians are inheriting more than ever, with annual intergenerational wealth transfers growing from $24 billion in 2002 to $52 billion in 2018. With more at stake, courts are seeing more wills challenged, often by adult children. Increasingly complex family...
How to prepare for intergenerational wealth transfer
Australia is on the brink of the largest intergenerational wealth transfer in history, with the baby boomer generation set to pass on more than $3 trillion dollars over the next 10-15 years according according to the Australian Financial Review. Millennials are likely...
Gifting the children an early inheritance – but keeping it a secret
Jeff and Anna are recently retired and fortunately, they have accumulated enough wealth to enjoy a comfortable retirement. They have two children and are keen to ensure they are able to help them in the future. They have available funds of $200,000 set aside which...
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