As a business owner or CEO its even more crucial you have an Estate Plan in place to protect your family if the unexpected was to occur. You are the most critical cog in your family's financial wheel. It’s a huge risk that requires your immediate attention. In your role as the leader of your company would you leave such a risk unmitigated? A comprehensive Estate Plan is the only way to keep on top of this risk.
If the unexpected was to occur:
Are you certain you have a legally binding Estate Plan in place to protect your wealth and transfer it to your family as per your plan?
Are you sure you have the right insurances and wealth transfer strategies in place to provide financially for your family over the short and long term in a tax effective way?
Are you comfortable that the business you have built has the right structures in place to continue your legacy?
If you answered NO to any of these questions contact us today.
As a business owner its crucial you have an Estate Plan in place to provide clarity to your family, staff, key customers and suppliers otherwise you are risking everything you have successfully built.
You have an obligation to minimise the risk and create certainty for all. A comprehensive Estate Plan allows you to provide the exact plans you have in place to facilitate the transfer of your wealth to your family, place the right people in charge with authority to manage the business and to minimise any adverse effects on the profitability of the business.
Most business owners have no real Estate Plan in place. Don’t be one of them. It could risk wrecking any legacy you have created.
Your vision and guidance is what drives your business and you have created a team that delivers. You know succession and contingency plans are your responsibility. The same goes for a comprehensive Estate Plan for your family.
Providing an Estate Planning service for key staff in your organisation is now as simple as using your LGEN subscription to provide comprehensive Estate Plans for key personnel.