Q&A: Inheritance, relationship uncertainty, and the property timing question

Pre-order Wealth By Design Here This episode brings together six listener questions that each involve a meaningful financial decision and, in several cases, significant personal uncertainty alongside significant financial capacity. The first comes from a couple in their late thirties who received a substantial inheritance, now holding $3.6m in cash alongside a share portfolio and three properties. They have developed a dual-trust structure with a corporate beneficiary and are seeking a sense-...