With huge intergenerational wealth transfers coming up, good estate planning will keep the family together and maximise what is passed on.
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With Baby Boomers well into retirement phase, now is the time to consider preparing a good estate plan to ensure a seamless transfer of wealth to the next generation.
There has been extensive commentary on the level of wealth to be transferred in coming years, with the Productivity Commission estimating a transfer in Australia of $3.5 trillion in assets by 2050.
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Original URL: https://www.afr.com/wealth/personal-finance/the-three-biggest-inheritance-hiccups-and-how-to-avoid-them-20231116-p5ekf2
