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Glossary of terms used on this site

There are 73 entries in this glossary.
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E

Term Definition
Estate Planning

(BSR Analysis Element) to determine family needs and wishes. To include progeny from earlier relationships and to manage family expectations when developing the plans. To examine the impact of current Wills and enduring powers of attorney. To ensure that the succession arrangements built into companies and Trusts are in line with family intentions and to alter same when needed. To plan for asset protection for disabled and disadvantaged beneficiaries through structure control and testamentary Trusts and to consider quarantining family wealth from divorce settlements.

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Testimonials

Andrew said

Jim pro­vided very sound and practical advice on what to do if one of the busi­ness partners wanted to leave. His Suc­ces­sion Agree­­ment elim­ina­ted any questions as to what would hap­pen and how it would hap­pen. Thanks Jim.