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Intergenerational wealth planning is about far more than the transfer of assets from one generation to the next. In practice, it is about continuity — ensuring that wealth, family relationships and long-term intentions are preserved as circumstances change over time.
Many people assume that once a Will is signed, it is “done for life”. If nothing dramatic has changed, it can be tempting to leave it untouched for decades.
In reality, a Will that is more than 10 years old is often technically valid but practically misaligned with the life, assets and family circumstances it is meant to govern. It is in that gap that uncertainty and unintended outcomes can arise.
Many parents are now helping adult children buy their first home in Queensland. For some, it’s a contribution towards a deposit. For others, it’s a loan to bridge the gap between savings and borrowing capacity.
A little planning up front can protect both your contribution and your family relationships.
When it comes to estate planning, one of the most misunderstood areas is the treatment of jointly owned property. Whether it’s the family home, investment property, or a jointly held asset in a business structure, the way ownership is recorded can have a major impact on what happens after one co-owner passes away.
A family discretionary trust is one of the most effective structures for protecting assets, managing wealth, and preserving intergenerational control. But like any legal instrument, it’s not a “set and forget” arrangement. Over time, a trust that isn’t reviewed can quietly fall out of step with current tax laws, compliance requirements, and your family’s evolving needs.