30/04/2026
Wealth planning is not just about what you accumulate during your lifetime but what you leave behind and how.
Our Managing Partner, Marysheila Onyango, FCIArb, this morning joined Daniel Munyua and Collins Wanyonyi for the Endeleza Biashara webinar by Equity Bank Limited, discussing one of the most important and often overlooked areas of financial planning: Wills, Trusts, Next of Kin and Wealth Planning.
If you missed it, here are five takeaways worth reflecting on:
1. Wealth planning extends beyond your lifetime. The decisions you make today shape what your loved ones inherit and how smoothly that transition happens.
2. A will is one of the simplest steps you can take to protect your family yet many people put it off indefinitely. The best time to write one is now.
3. Your next of kin and dependant designations matter more than you think. Review them regularly life changes, and your plans should too.
4. A living trust, properly structured, offers far more than a will alone. It provides continuity, privacy and protection for your family and business interests across generations.
5. Family businesses need a plan. A well-structured trust can provide the framework to manage succession and preserve what you have built.
These are not conversations to have later. They are conversations to have now.
Watch the full webinar here → https://www.youtube.com/watch?v=mVUNJ5-Sxf4
Securing Your Legacy - Wills, Trusts, Next of Kin & Wealth Planning