Q&A: Inheritance, relationship uncertainty, and the property timing question
Pre-order Wealth By Design HereThis episode brings together six listener questions that each involve a meaningful financial decision and, in several cases, significant personal uncertainty alongside significant financial capacity.The first comes from a couple in their late thirties who received a substantial inheritance, now holding $3.6m in cash alongside a share portfolio and three properties. They have developed a dual-trust structure with a corporate beneficiary and are seeking a sense-check on whether the approach is sound and whether property still deserves a place in the plan.The…
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