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Glossary of terms used on this site

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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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Bruce says

We were looking for a method to ensure two of our senior partners could afford to retire in 4 years, and that we could afford to purchase their shares. Jim gave us much more than we expected and spent a great deal of time understanding our issues. His report is one of the most important in our business and will be often referred to in future years.