EmailMeForm
FORUM: Helpful Data
The first step is to take a few moments and tell me a bit about yourself and your business...
Which of the following best describes your business?
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Grazier / Farmer
Associated Rural Business
Non Rural Business
I'm an Employee
Do you have an existing business with children or parents involved?
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Yes. I am the only generation involved.
Yes, two generations now involved.
Yes, 3 generations involved.
No, I do not have a rural associated business.
What is the total value of your estate?
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$0 to $1.9M
$2M to $4.9M
$5M to $9.9M
Greater than $10 Million
Include land, stock, superannuation, business assets, life insurances etc
Tell me about your family and your business (i.e. how many children/how many work in the business/do they wish to continue the family business/are the grandparents still involved - or are you just looking at selling?)
Does your family have any issues around ease of communication between the generations regarding estate and succession planning?
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Yes, there is some conflict or confusion around the topic.
Yes, the topic is never discussed.
No, there is harmonious, full and open discussion .
Other.
Please check ALL the reasons these issues are not addressed or discussed.
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Procrastination
Invincibility
Confusion
Lack of awareness
Don't know where to start
It's just not discussed
It's too early to start. The kids aren't ready.
What is the main reason nothing has been done?
When it comes to professional advice, which best describes you?
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Please select
I'd rather gather information and do it myself.
I'll be looking for the cheapest option.
My existing advisers can fix it all
I know I need help from specialists.
I'm not sure?
Which most closely describes your current documentation?
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Please select
Our wills and plans are many years old
I think our wills are up to date
We have recently reviewed our wills with a general lawyer
We have recently updated our wills via an Estate Planning specialist
We have current estate and succession plans which we believe are bullet proof!
What do you most need to focus on regarding your estate and business succession planning?
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How ready are you about achieving protected family prosperity & removing intergenerational conflict??
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Very - I am ready to take action!
Not sure - I don't know where to start.
Not ready - I'm happy where I am.
Tell me a bit about yourself - what's your name please?
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First
Last
What's your best email to send these results?
