Talking about estate planning with your leaders can be a tricky subject. For your own peace of mind, it's important to know that senior people have their affairs in order in the event of death, but also in the event of mental or physical incapacity. There is also the issue of retirement planning to consider, as well as the implications of dealing with ageing workforces, dementia, or staff who are also carers.
Equally, estate planning can be a valuable and attractive benefit for new leaders; offering them the chance to consolidate their finances and policies as part of their onboarding not only reassures you that you have all of the necessary paperwork in place, it also shows them how much their new organisation values, and is ready to provide support for, their employees.
Want to understand exactly which services are available? Click here to download a short guide detailing all the ways you could add value to your employees.
Would you rather talk to someone directly about a particular issue you're facing, or just to understand more in general about estate planning? Complete the form to the right to request a free, no obligations call with one of the legal team.
As a t-three group director, Anthony has one foot in the creative camp and the other in the commercial. Anthony thrives on firing up both hemispheres to help clients find elegant and commercially robust solutions to their biggest organisational development challenges.