Inter-generational estate planning helps you to honour your obligations, provide a legacy for those you love and contribute to Society, with such questions as:
What key factors does your legacy encompass?
Do you have a sense of allocation amongst Family, Philanthropy & Community?
Should you/ have you started a Family conversation?
Does your Family embrace financial literacy?
How best to encourage responsible, generous & productive vs entitled heirs?
How much money/property should you leave and when?
Having worked a lifetime to build an estate; how best and tax efficiently to first preserve and then redirect it?