This book addresses the emerging trends, challenges, and opportunities brought about by rapid technological advancement, shifting family dynamics, and changing legislation.
Written by Trust Specialist, Dr. Mervin Messias, this book explores the evolving landscape of estate planning, blending technical expertise with a deep commitment to values and social responsibility.
This book:
- Emphasises resilience in adapting to challenges
- Highlights the importance of philanthropic strategies
- Underscores therole of estate planners as stewards of legacy
- lets readers discover how aligning investments and actions with personal and societal values can lead to meaningful impact for current and future generations
Practical guidance is provided on navigating legal, financial, and investment complexities, making this essential reading for anyone seeking to weave legacy, wisdom, and social good into their estate planning journey.
Extract of the Preface: Written by the Author
This book is born of a remarkable era – one marked by breathtaking technological advances, global economic shifts, and a dynamic reimagining of what it means to leave a legacy. These forces have disrupted old certainties and revealed new opportunities, transforming the foundation upon which estate planning rests. The concept of wealth itself is being redefined, no longer confined to tangible assets but now encompassing intellectual property, digital footprints, and the resonance of our values and relationships across generations.
About the Author:
Dr. Mervin Messias has practised as an attorney for over 40 years and is internationally recognised for his expertise in trusts, estates, and succession planning. This is his seventh book in a bestselling series designed to simplify estate planning for everyone.
