Episode 23 – Involving your financial planner when transferring wealth

In this episode of In the know

Mark Brown and Kerry Holmes discuss how involving your financial planner can benefit you when considering wealth transfers to younger generations. Throughout this conversation, they cover the key considerations, how to speak with younger generations about wealth transfers, as well as the why each of your professional advisers should work together.

This discussion is the last of three instalments concerning Intergenerational Wealth Transfers. We recommend you listen to Episodes 19 and 21 first.

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