Will and Estate Planning
Why to be prepared is important?
It’s very common to regret not having planned Estate transmission earlier in life. Because transfering your property and other assets in a tax efficient manner a previous planning is required
A proper Estate planning
gives you more control over the way how your wealth will be distributed.
This matter should be discussed openly with your advisor and he will help you to review regularly the needs, protection plan and the designated beneficiaries along the time.
A well written Will mentions your wishes: your loved ones and any charitable giving.
because you care ...
The main advantages of a good and early planning
After all you are working so hard to create an Estate and it's important to preserve it to future generations.
1. Reduce tax
To minimize tax liability when transferring assests to your heirs and reduce probate fee's.
2. Protect the assets
The way assets are held and titled and who they are transferred to can leave the assets exposed to creditors and others
3. Provide enough
To provide the sufficient for the security and independence of your loved ones.
4. Avoid drama
Your wishes will be respected and you are avoiding beneficiary dramas. At the same time you are reducing accounting, lawyer costs
Working Process
Consultation
This is the first stage which requires understanding your assets value, protection goals, beneficiaries and definition of a estate planing strategy
Solution
After a careful analysis of your needs a solution will be proposed in order to minimize tax implications and a efficient way to transfer wealth
Decision
Time to think with your better half and take a decision to protect wealth and transfer it to generations.
Review
Because needs and situations changes overtime, you have a complementary follow-up yearly, to see if any adjustment is necessary.