✔ Do I have enough to allow me to retire when I intend to?
✔ Will my family be taken care of if I die, become disabled or am sued?
✔ Is my estate plan up to date and do I have a Will, Power of Attorney (Personal Care and Property), or do I need a trust?
✔ Is there anything else I can do to reduce my income taxes that I’m not doing now?
✔ Do I have business succession plan?
✔ How do I create legacy on death?
✔ How to deal with cross border taxation?