Introduction to Estate Planning


During my career I have often observed the harmful ramifications of poor estate planning on the success of transferring wealth to the next generations. I have seen too often its negative effect on beneficiaries’ wellbeing and relationships when these soft issues were not considered.

Before you start your estate planning process, it is vital that you understand the emotional and psychological forces underpinning the decisions you need to make. It will help you to become clearer about the subconscious forces driving the decisions involved.

Dr Lami provides counselling and advice on the non-financial aspects of Estate Planning as well as an Estate Planning workbook that will help you gain a better understanding of your reasoning, relationship and attitudes to your wealth and those that you bequeath to.