“Always plan ahead. It wasn’t raining when Noah built the ark” Richard Cushing.

This quote resonates so strongly when it comes to estate and incapacity planning. 

The best laid tax, strategic, structuring advice and wealth accumulation can fall foul if your estate/ incapacity plans are not current and valid.

 This session will cover the fundamentals of Estate/ Incapacity planning and how each part fits into the overall ‘holistic’ family strategy.  It will also leave you with invaluable insights and tips so as to apply to your own succession plan.