TITLE

The gift that keeps on giving

AUTHOR(S)
Holland, Vincent
PUB. DATE
August 2013
SOURCE
Money Management;8/1/2013, Vol. 27 Issue 29, p19
SOURCE TYPE
Trade Publication
DOC. TYPE
Article
ABSTRACT
The article discusses the financial planning opportunities in philanthropy in Australia. It is inferred that the country is experiencing the largest inter-generational transfer of wealth amounting to an estimate of $600 billion in 30 years. According to the author, estate planning will help financial advisers in building trust and loyalty with clients.
ACCESSION #
89862165

 

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