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 [...]

By |2020-12-10T18:38:46+10:00August 26, 2013|Estate Planning, Wealth Management|0 Comments

Managing intergenerational wealth

Managing intergenerational wealth ensures that wealth transfers can be made completely according to your wishes; and with careful planning, according to your timetable! - after your passing, usually. So how can you ‘effectively’ provide for intergenerational (wealth) transfers? This is an activity in which you can have a say - unlike genetic predispositions which are passed on to your blood-line descendants, transferring in spite of your wishes or intent, and [...]

By |2021-04-30T12:18:22+10:00August 14, 2012|Estate Planning|0 Comments

Buy-Sell Agreements

What are Buy-Sell Agreements? Buy-sell agreements are legal contracts that allow for the transfer of a business to a previously agreed party or person. In a sense this is similar to a business sale contract, but rather than entering the contract in known circumstances, this agreement contemplates 'trigger' events which, when they occur, ensure continuity in known circumstances. The agreement means that there will be minimum disruption, confusion, or dispute [...]

By |2018-09-26T12:42:09+10:00January 13, 2010|Estate Planning, Wealth Management|0 Comments
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