Estate and succession planning (fpc005) assignment


Do the following steps, in preparation for your meeting with Sonya and Charles:

• Using the case study, analyse Sonya and Charles’s estate planning and business succession risks and needs.

• Separate the issues you have found into sections using headings. Appropriate headings would be the key areas of their estate and business succession needs.

• Present your answer by using each heading to provide a discussion of your analysis along with possible strategies to meet their needs. Also, use your analysis to develop a list of questions that you would ask Sonya and Charles. 

• Your answer should be presented as a heading and discussion, followed by the questions you would ask.

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