Collaborative intergenerational estate planning involves thinking outside the immediate family unit and looking at future generations.
intergenerational transfers
Smart estate planning must include alternatives to the Will
Using an Investment Bond, financial advisers can put in place arrangements that are not only separate from their client’s Will, but can facilitate the Bond’s proceeds passing to intended beneficiaries well after (e.g. many years) the date of the investor’s death. A Bond can be structured to achieve intergenerational wealth transfers. This can be achieved […]
Help your children without affecting your retirement
I’m relatively new to parenthood. Today was my son’s 2nd birthday. My wife and I watched with anticipation as he madly opened his birthday present. The look of sheer delight on his face when he saw a box of Duplo warmed our hearts. I now get how for years on end you want to give […]
Estate planning and intergenerational transfers: Consider Insurance Bonds
Richard Atkinson from Austock Life spoke today at the Sydney session of its Taking Control of Estate Planning adviser roadshow.