I am a son, a father and in this wonderful part of my life, it was not that long ago I become a grandad again. It's made me think a lot about life and my legacy.
My son Matthew, daughter Angela as well as my two beautiful granddaughters Bo & Harper.
I’m sure you know what I mean. In fact, I’d bet that I’m probably a lot like you …
I’m sure you agree that most people really care passionately for their family. And they would want their estate and succession plans to create certainty, confidence and security for their families.
13 years ago a very close school mate of mine was killed in a commercial air tragedy. He left behind a wife, 4 children, and a mess—no instructions and not enough financial support for his family, their living arrangements, education and so on. I know it wasn’t my fault, but I carried guilt for years—I should have tried harder to get him sorted. So I've made this my life's work.
97% of people don’t have an up-to-date or appropriate Will, Estate or Succession Plan. That’s a frightening fact. Sadly, I’ve experienced far too many harrowing circumstances where I’ve seen families fall apart because of neglected planning for the inevitable.
On the upside, I've also seen the futures saved of many families. We've made sure good plans were in place. Bronwyn, Con, Dennis, Shane, Sharon and many others gone well before their time was up. Not one died of old age!
For most these days, we’ve done a great job in getting their stuff sorted before the unexpected happens. But sometimes, time runs out before they treat what I do with priority.