Survey Results Continued: What Support Would Be Helpful When Planning For The Next Generation

• It would be helpful to have someone who is detail-oriented help keep track of law and tax changes

• It would be helpful to have someone check in with periodically

o  Who knows the importance of detail

o   Who has the skills to make sure I follow through

o   Someone with my best interest in mind

• It would also be helpful to have an objective individual at the table when meeting with advisors