| Family Succession |
By Dejan Pekic BCom DipFP CFP GAICD
Senior Financial Planner |
Update- Estate Planning There is an 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 is becoming more and more critical. Often a Will may not be enough if it is not constructed and drafted well, just have a read of the attached case studies. In 2013 we launched our new 'Family Succession' service and we invite you to contact us if this is something that has been weighing on your mind. 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.
3rd-April-2014 |
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