inheritance planning

Financial planning

‘Asset rich, cash poor’ retirees sitting on $1.3tn in property

Deloitte’s Andrew Boal believes there is a role for financial advisers to help clients understand longevity literacy as retirees find themselves “asset rich, cash poor”, ...

Financial planning

Aussies remain underprepared in succession planning

With the great wealth transfer looming alongside weakening financial literacy, an HLB wealth adviser urges families to engage in more financial discussions around legacy ...

Financial planning

Legacy planning continues to plague older Australians

Overwhelmed by options ahead of an expected $4.9 trillion intergenerational wealth transfer, less than a quarter of Australians over 50 have a plan in place on how to lea...

Financial planning

The role for advisers in navigating complex family discussions

Consumers believe professional advice could help them openly discuss finances with their family as less than a quarter have discussed estate and inheritance planning with...

Financial planning

Australians favour families’ retirement over inheritance

Amid aged care funding discussions, new research reveals 73 per cent of Australians would be willing to forego an inheritance to let older family members enjoy a comforta...