@Abi Abi, you have have a file on Succession planning by George Collier but here is a link for anyone. Presentation detailing suitable structures for asset protection and succession planning by George Collier to NZIPIM conference in December 2004 - http://www.iclca.co.nz/files/docs/structures.pdf Also Succession presentation by George Collier presented at New Zealand Law Society Conference in 2007. http://www.iclca.co.nz/files/docs/passing on the family farm.pdf
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RE: Succession - How do you start the conversation?
Just reading Jo's advice.
I reconcile regularly and use a dummy $10 entry at the beginning of the month, tick it as matching, so that you will always be $10 out, then when you open the reconcile screen it will be current statement page not jumping to the next. Maybe there is a better way, but that is my tip.