Passing on wealth while alive or through a Will: Which is better?

posted on July 16, 2024 by chrismason

Is it better to pass on your wealth with warm or cold hands? As always, the answer depends. But there are a few pitfalls you should be aware of with each.

Customised Financial Planning is a friendly and professional financial planning practice. We pride ourselves on the solutions we provide to our clients, on our long-term relationships with clients, and on the qualities of our staff.

The principal of Customised Financial Planning - Stephen Mason, is a Certified Financial Planner and has been providing strategic advice to clients for more than three decades.

We prepare and implement plans for people at various stages in their lives, and for people from all walks of life.

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Passing on wealth while alive or through a Will: Which is better?

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