What’s the best way to transfer wealth? An important conversation that everyone should have and one of the key pillars of our Wealth Activism philosophy.
A common question that comes up during these conversations is around whether it’s better to leave an inheritance or gift the money or assets to your beneficiaries before you pass away.
There’s no right or wrong answer, but there are things that should be considered when you’re deciding whether it’s one or the other or a combination of the two.
Everyone’s circumstances are different. Make sure the strategy you have in place works for you and those that you love most.