#95 How One Simple Question Could Change a Legacy

Australia is in the middle of a once-in-a-generation wealth transfer. But when we prepare wills, how often do we help clients think beyond the default option of leaving everything to family? At the end of the episode, I’m joined by Myles Kehoe from Variety Queensland to share a charity’s perspective on bequests, and why it matters when lawyers take the time to raise the conversation. I also discuss the findings in the JBWere’s Bequest Report and explore why charitable giving deserves a more intentional place in the estate planning conversation. You can access the report here.