Estate planning is more than having a will. It is a highly individual process. It is an ongoing exercise in aligning your values with your wealth transfer goals such as:
- Provision of financial security for heirs
- Retention of control
- Minimization of tax payable at death
- Liquidity to pay for taxes and fees
- Business succession plan
- Charitable legacy
When it comes to organizing your estate, often there is a significant gap between what you should be doing and what you are actually doing. Procrastinating on estate planning can be costly and create chaos which can be avoided. We can help you structure a comprehensive estate plan that helps you to efficiently transfer your wealth. By taking the time to do that, you can make a huge difference in the lives of those you love.
If building and maintaining peace and harmony in family and business is the legacy you want to leave, start the process now.