Call Brad Today! 0423 621 120|brad@bmkfs.com.au

Intergenerational Wealth Transfer

Adopting Legacy Planning Over Estate Planning

What Is Legacy Planning?
Legacy planning – providing advice to intergenerational clients that extends beyond wealth transfer – is a critical strategy for retaining client relationships and assets for the long-term.
During the next several decades we will experience the largest intergenerational wealth transfer in history. Every year for the next 50 years, $1 trillion will […]

Intergenerational Wealth Transfer Strategies

Intergenerational wealth transfer – or in simpler terms, passing on assets to your family, can be, and often is, a huge issue for all family members concerned. If done well and executed properly, it can make a real difference to the financial position of the recipients. If misjudged or poorly handled, it can cause […]