Intergenerational Wealth Transfer

Intergenerational Wealth Transfer: an Estate Planning issue... Over the next couple of decades an intergenerational wealth transfer involving billions of dollars will pass from the ‘baby boomer’ generation to their descendants. The effectiveness of intergenerational wealth transfer will generally be measured by the tax effectiveness of the strategy resulting in the transfer of that wealth.  Some families will initiate the transfer whilst the holders of the assets are still alive. Strategies they [...]