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Passing on assets to the next generation within the parents’ lifetime can be a worthwhile strategy - but not without its risks!

In this session, we cover:

Case Study #1: Homer & Marge buy a house (with the help of Marge’s family)
Things to Consider
How to best protect the monies advanced
Case Study #2: Bart keeps drawing from the ‘Bank of Mum & Dad’
Inheritances
The ‘Five Step Process’ in Family Law

Download resources below.

Date recorded: 24 February 2025

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Passing on assets to the next generation within the parents’ lifetime can be a worthwhile strategy - but not without its risks!

In this session, we cover:

Case Study #1: Homer & Marge buy a house (with the help of Marge’s family)
Things to Consider
How to best protect the monies advanced
Case Study #2: Bart keeps drawing from the ‘Bank of Mum & Dad’
Inheritances
The ‘Five Step Process’ in Family Law

Download resources below.

Date recorded: 24 February 2025

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