basics

learning to leave wealth and wisdom

Even toasters come with instructions
Other than written advice on investments and tax rarely have been seen any written guidance on how your wealth should be spent after death

characters

Beneficiaries will naturally be of differing characters and persuasions, some better formed and informed than others.  They come in many shapes and sizes and can range from the very spolit to the fairly sensible. The process of shaping and fashioning their characters does not stop at the end of their formal education but continues thereafter and there is no reason why that  should not continue after your death

substantial wealth

If you are leaving substantial wealth it is all the more incumbent upon you to make sure that those who have the benefit and stewardship of that wealth should have the necessary educational, financial and other skills to make sure that the best part of your wealth is used for the best of purposes.

professional advisers

Your professional advisers should be made aware of more than just the beneficiaries names and ages.  They should grow to know each other well. This  hopefully enriching relationship, will allow them to better advise on suitable Incentives and possibly much more. ​

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