Unicorns Podcast: Safewill – the big intergenerational wealth shift has begun
Experts
Experts
The Unicorns Podcast connects you to some of the best and brightest founders, CEOs, executives, business owners, innovators, entrepreneurs and inspiring leaders who make things happen and inspire others.
Host Justin Kelly – former broadcast journalist and PR veteran – chats with leaders from across Australia and internationally on business strategy, what it takes to build a successful company, how to overcome challenges, and advice for those on a similar journey.
In this episode, Justin interviews Isabelle Marcarian, Principal Solicitor at law firm Safewill Legal. Safewill is Australia’s premier online Will-writing platform. From Friday, 30 August to 9 September, safewill.com is offering free Wills for anyone in Australia via its award-winning tech platform. In most cases, Wills take less than 30 minutes to prepare and all are reviewed by experts at Safewill Legal.
With $3.5 trillion in assets due to be passed on by baby boomers over the next 20 years, new data from Safewill shows this might be outside their children’s hands as expected. Instead, many grandchildren are set to inherit their grandparents’ estates. Research also shows a significant shift in inheritance patterns; one in 10 Wills includes grandchildren, but there’s also been a 225% rise in Wills completely bypassing children in favour of grandchildren. Data also shows a massive jump in people putting digital assets and crypto into their Wills.
This podcast was developed in collaboration with Safewill, a Stockhead advertiser at the time of publishing.
The interviews and discussions in this podcast are opinions only and not financial or investment advice. Listeners should obtain independent advice based on their own circumstances before making any financial decisions.