Wealth management and succession planning is tricky enough but is particularly challenging for blended families, says financial adviser Anthony Hill.

For high income earners, estate planning is much more than a Will, it is a legacy, says Aaron Doig.

Welcome to our Summer 2022 Connect Newsletter

Estate planning isn’t always top of the priority list but it is crucial to get it right, says Adelaide financial adviser James Herriman.

What do you do when a large sum of money suddenly lands in your lap? Managing your inheritance well is more difficult than it sounds, says financial adviser Ben Calder.

A huge amount of wealth is about to transfer to the next generation in Australia, but will they be ready? Financial adviser Ben Calder shares his thoughts.

You might've heard the term 'wealth transfer' lately. But do you know what it means? And how important it is? Read more from financial adviser Ben Calder.

Preparing to transfer your wealth could require estate planning, succession and inheritance strategies, but it all starts with communication says financial adviser Ben Calder.

With our challenging economy, more people are passing on their inheritances to loved ones early. But there are pros and cons, writes financial adviser Ben Calder.

One of the biggest things people overlook when drafting their will is their superannuation.