Today you will be completing your Succession Plan Filter.
The premises is simple, "If we were to meet here in 90 days from today, looking back, what has to have been the transformations from where you are today, to where you'd like to be regarding key outcomes for your Estate & Succession Plans?"
You will see an example of completed Filter here.
Burning Issues are the key points families are concerned about. Some of the most common ones might include communication issues, protection of wealth and fairness between family members.
It's crucial to identify and document all your burning issues so that you can put the right estate and succession plan into place to achieve your most important outcomes.
The Burning Issues Checklist is simply a documented list of all the things that are most important for your family to make sure you achieve as part of your estate and succession planning (i.e. protecting assets for the next generation, minimising tax etc). It's all about creating a strategic set of outcomes that we can then plan to achieve.
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