Using the case study, analyse Sonya and Charless estate planning and business succession risks and needs. Separate the issues you have found into sections using headings. Appropriate headings would
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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