Episode Details

Wealth & assets now come in unconventional forms. While we are all familiar with cash & endowment plans, some of us also own foreign stocks, cryptocurrency, NFTs and other digital assets. Do you know how to pass them down to your next generation? How does tax play a part in wealth transfer? What is the best way to pass down your wealth? This episode will enlighten & challenge your thoughts on wealth management and inheritance.

Learn more about estate planning here.

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The Financial Coconut started out as a reaction to online fake gurus who are propagating over simplified get rich quick programs. A Podcast that grew out of a desire to share best practices regarding personal finance turned into a network of content championing this idea of “Creating a life you love, while managing your finances well”.

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