AJ Financial Planning Blog
We like the quote by R. Bennett when he summed up the following "Top 15 things money can't buy; time, happiness, inner peace, integrity, love, character,... respect, morals, trust, patience, common sense, dignity."
Our blog shares our latest ideas, critical thinking, thought-provoking insights, innovative exploration of the markets, economies, investments and areas in the financial markets that require change.
In this 18th Episode of AJ Radio we look at inheritances – what are the changes that have occurred in this area, what are the common mistakes people make with giving and also receiving inheritances, and also how you can best optimise a potential inheritance.
Read MoreI was recently reading the Wall Street Journey and noticed an interesting statistic….70% of inherited wealth is lost by the second generation and 90% by the third.
Read MoreMost Australians feel comfortable with the knowledge that unlike other countries (such as the USA) there is no inheritance tax here… but is this really true?
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