Most of us have set goals in our personal lives or for our business. Have you considered that your Estate Plan would benefit from some goal setting? Would it be worthwhile to think about and write down your desired results for all areas of your Estate?
7 MINUTE WISDOM PODCAST #22: The Family Distribution Matrix
A vital step in your Estate Plan, don't underestimate the value in this simple activity. Allows you to look at the whole picture and take action and forward planning to ensure fairness amongst your beneficiaries.
7 MINUTE WISDOM PODCAST #13: THE BUSINESS PARTNER FROM HELL
Business partnerships begin with the best of intentions and positive outlook. However, if the partnership breaks down or if one partner suddenly passes, this can often lead to an unqualified beneficiary becoming involved. Effective planning is essential to protect your years of hard work and success.
7 MINUTE WISDOM PODCAST #11: Estate Planning, Not Just A Will
Many people believe an up to date Will is all that is required for their Estate Plan. Realistically a Will is just the start, just the foundation. Tom discusses what else is required even for those who have apparently simple structures.