“In this world, nothing can be said to be certain, except death and taxes.” – Benjamin Franklin
Never a truer word spoken and yet time and again, from the countless meetings with clients over the years, we know that so many of them find the conversation that they need to have with their families about the inheritance that they leave behind them and how they believe it should be managed, a difficult subject to broach.
The better you prepare succession plans, the chances are much greater of leaving a lasting legacy, not purely in terms of managing wealth but also providing a framework for how to deal with the same issues when the time is right for them.
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