Money and Me: All my assets are locked in my flat, how can I think of wealth transfer?
Your Money with Michelle Martin · MONEY FM 89.3
June 6, 202420m 31s
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Show Notes
Broaden your mind! You have a lot more than you think when it comes to wealth transfer. Don't forget that overseas brokerage account needs to liquidated? Then there are the issues of pets and perhaps that precious record collection. Ultimately wealth transfer is about your legacy, who do you want to benefit and why?
Michelle Martin finds out more about wealth transfers with Elijah Lee, Senior Financial Services Manager, Phillip Securities.
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