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Our guest today is Kylie Wilson, a Partner at Holding Redlich and veteran rural legal adviser in Estates, Succession Planning and Tax.
Kylie and I discuss her unique perspective on why Succession Planning and Estates often turn into dust ups, how to avoid them and preserve the family’s wealth and relationships.
For the younger listeners out there, if you are not too interested in estate planning, after listening to Kylie today you will get to understand why you should be very interested in your parents estate planning as it will impact you, especially if you are in business in general or the business of farming and don’t want to lose the farm!
To learn more about Kylie, visit https://www.holdingredlich.com/lawyers/brisbane/kylie-wilson.
Ben spent over 20 years working with successful business owners and farming families which allowed him to unearth the timeless principles on how to successfully grow, protect and maintain wealth.
If you want to learn the principles of how to grow your family’s wealth throughout the generations, then you might consider joining The Financial Bloke each fortnight for more Wealth & Wisdom.
Disclaimer: The information contained in this podcast is general in nature and for education purposes only. It is not financial advice. It is not legal advice. No one should act on the information without appropriate specific advice for your particular circumstances. Ben Law is a former financial advisor but is no longer licensed and cannot and will not give you specific or personal advice in this podcast. The Financial Bloke accepts no responsibility for any loss or damage occasioned by any person acting or refraining from action as a result of reliance on the information in this podcast.