ESTATE ARCHITECT BOOK SERIES
The Estate Architect’s guide to protecting family wealth.
Discover some of the estate planning mistakes that can leave families exposed to inheritance tax, probate delays, family disputes and poor wealth transfer decisions.
You may have a will, a financial adviser, an accountant and pension arrangements already in place. But having individual pieces does not necessarily mean they are working together as one complete estate plan.
I Thought I Was Sorted explores some of the gaps families may overlook and the decisions that can affect inheritance tax, probate and the wealth eventually passed to the next generation.
Start with the introduction and watch four videos from the 17-part companion series on protecting family wealth.
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START HERE
Discover the estate planning mistakes most families never see coming. In this complimentary video series, Ranjeet Singh shares the lessons learned from reviewing thousands of portfolios and witnessing more than 100 probate cases.
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VIDEO 1
Most families believe they have done enough planning. This short introduction explains why many people do not have a tax problem — they have a planning problem.
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VIDEO 2
If something happened tomorrow, would your family know exactly what to do? This video asks a simple but important question about estate readiness.
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VIDEO 3
After reviewing thousands of portfolios and witnessing more than 100 probate situations, Ranjeet explains the pattern that inspired him to write I Thought I Was Sorted.
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VIDEO 4
Having a Will, advisers and investments does not necessarily mean your estate is properly organised. This video explores why many families may not be as prepared as they think.
Continue with the complete companion series and explore all 17 videos from I Thought I Was Sorted.
Watch the Complete 17-Part Video Series →COMPLIMENTARY EBOOK & AUDIOBOOK
Choose how you would like to explore I Thought I Was Sorted. Request the complimentary digital book or audiobook below.
Complete the short request form and verify your details to request access.
Understanding common estate planning weaknesses is useful. The next step is understanding which of them may affect your own estate.