Making sure the whole family prospers
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Making sure the whole family prospers
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About this listen
Meet Ursula. Ursula is in her 60s, has recently inherited a considerable amount of money and now wants to make sure that her entire family can benefit from it. The problem: she doesn’t know where to start. Ursula’s story, albeit fictional, is representative of many heirs who struggle with the intricacies of gifting.
This episode delves into intergenerational wealth transfer and how to ring-fence clients’ inheritance worries.
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In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.