Australia is on the brink of the nation’s biggest ever intergenerational wealth transfer. Yet estate or inheritance planning is rarely discussed by families. With baby boomers shifting into retirement, it’s important to start the conversation now about your legacy and the people it may impact.
It’s a chance to refresh and reflect on the year that was and hopefully set some goals for the year ahead. Yet this year more than most, many of us may feel that our personal and financial priorities have shifted depending on our experience of the pandemic.