222 inheritances & the intergenerational wealth transfer

A great intergenerational wealth transfer is expected to see trillions of dollars pass down from older generations to their heirs over the coming decades so let's chat about what to know around giving and receiving inheritances. Glen James, Martin McGrath and James Millard touch on:

👉 ways to help adult children

👉🏼 gifting rules if you receive the age pension or part pension 

👉🏽 is there an inheritance tax?

👉🏾 being the recipient of an inheritance 

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 📘 Insufficient Funds by James Millard: https://amzn.to/4bR72iq

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