I am sure you will be familiar with the saying ‘Keep It Simple Stupid’ or KISS in acronym form.
I had an interesting conversation with a client this week on this subject.
We were discussing the implementation of their estate planning framework, including new wills, trusts and some lifetime gifting for their children.
During the conversation, when I asked how they would like to distribute things, they said “oh we are going to keep it really simple – sorry”.
Sorry?
Well that year went by in a flash – we say it every year, but 2023 really did feel like a whirlwind.
There will be countless ‘review of 2023’ articles online, so I will focus instead on what’s to come in 2024 as it will undoubtedly be an impactful year.
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