| Family Succession |
By Dejan Pekic BCom DipFP CFP
Senior Financial Planner |
Update- Estate Planning The attached paper was written for professional advisers but it is so strategically thought provoking that we wanted to share it with our clients. It speaks about the estimated $400,000,000,000 in property assets that will transfer from older generations to the next generation over the next 15 years and the importance of having a family succession strategy in advance of such transfer. You will be hearing more about our estate planning service incorporating the new Family Succession Strategy in 2013. At Newealth we are always looking to support and promote our clients wherever possible and if you have any ideas or comments, please feel free to email me via ‘Contact Us’ at www.newealth.com.au or to call me on +61 2 9267 2322.
30th-November-2012 |
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