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Some points to consider:
- Passing the baton from one generation to the next can be a challenge.
- There are some simple (relatively) processes and systems that can be implemented.
- This may include implementing a Family Trusts, as one of the baton changes.
- Succession can never be equal but it has to be fair.
- Don is considered an expert in this field.
- He will come to you and complete a plan designed specifically for you.
- This plan will then form the basis of succession.
Copies of the plan will also go to the Solicitor, Accountant and other professional advisors as requested by the client, for their input as well.
Succession is a process not an event!
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