Are we talking enough about protection and succession planning?

As I have been growing my professional network and attending more industry events, I have been talking more about the role of protection as part of succession planning. Protection can often be overlooked as part of this plan. However, a life assurance policy written into trust is often a simple and effective piece of planning here, giving the individual and the family peace of mind. I recently spoke with a group of investment managers about protecting a gift with a reducing life plan (gift inter vivos). This was something they weren't currently considering, as they only advised on inv...