Work out what you want early on
You should already take steps to ensure your wealth is passed on in a way you think is best. And you should make sure that your wishes are still respected even if you can no longer express them yourself.
This means making important decisions in good time and taking the necessary steps to divide your inheritance, create a will or inheritance agreement, put in place a power of attorney, determine successors in your company and if required, appoint a suitable executor.
My customers put in place their succession plans in good time.
Regularly learn how you can optimise your OASI, pension fund and 3rd pillar: