'Communication, Communication, Communication...'

My father, Graham Jones III was visiting us in Sydney this week, which made it easy to sit down at the kitchen table and talk through his story as executor of his father’s estate.

Digging into the application of our family resources revealed a lot about my family story I hadn’t heard before. His story is very much a traditional one, delivering the tax minimisation and asset distribution strategy laid out for him. But it’s an engaging insight into the challenges that can come even with this basic approach. This story goes all the way back to the Louisiana purchase.