ESTATE PLANNING

“to give away money is an easy matter and in any man’s power. But to decide to who to give it and how large and when, and for what purpose and how, is neither in every man’s power nor an easy matter” – Aristotle

Estate planning should not just be limited to trying to save as much tax as possible although that of course is part of it. At RJR legal we look at successful estate planning as not only passing on your wealth but also your experience and your values. We look at:

• Emphasising values important to each family
• Financial literacy and education
• Breaking the generational silence when discussing money and inheritance
• Preparing our children and other family members to handle and manage their inheritance

This is achieved through:

• Planning
• Implementation
• Review