Finding the balance between human and tech
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Why advice firms need an intergenerational wealth transfer strategy
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Death is undeniably cruel, but the pain felt by surviving relatives is made worse when scant details are left about how to manage an individual s legacy.
One person who knows this all too well is Ian Dibb. Eighteen years ago, his 28-year-old sister took her own life. Two years later, his 57- year-old mum died of lung cancer, having never smoked.
Dealing with all the subsequent administration was a nightmare. Neither his mum nor sister had left any funeral plans, final wishes or organised their estate. Although his mum had written a will, it proved difficult to locate.
Planning: Try and leave final wishes such as the preferred type of funeral and music for the service – as well as personal videos and messages for loved ones