Hi,
I'm in the process of doing a new will and estate plan and am wondering if anyone here has put much thought into how your family members with limited or no investing experience would manage a large share portfolio they might inherit on you're passing.
My plan was to have my somewhat actively managed portfolio liquidated and invested in an equally-weighted portfolio of the 5 listed investment companies I am most familiar and comfortable with: AFI, ARG, MLT, WHF, MIR.
This would give long-term capital growth, a passive, relatively stable and predictable dividend income stream that at least keeps pace with inflation (that can either be used for lifestyle purposes or re-invested), is tax advantageous with high franking credits, is low cost, easy to implement and requires very little ongoing work or monitoring.
Any other approaches?
Thanks.
I'm in the process of doing a new will and estate plan and am wondering if anyone here has put much thought into how your family members with limited or no investing experience would manage a large share portfolio they might inherit on you're passing.
My plan was to have my somewhat actively managed portfolio liquidated and invested in an equally-weighted portfolio of the 5 listed investment companies I am most familiar and comfortable with: AFI, ARG, MLT, WHF, MIR.
This would give long-term capital growth, a passive, relatively stable and predictable dividend income stream that at least keeps pace with inflation (that can either be used for lifestyle purposes or re-invested), is tax advantageous with high franking credits, is low cost, easy to implement and requires very little ongoing work or monitoring.
Any other approaches?
Thanks.
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