Estate Planning
Estate planning is essential for protecting your assets and ensuring a seamless transfer of wealth. Avoid disputes, minimize taxes, and safeguard your legacy with a well-crafted plan.
Estate planning involves the following broad set of activities:
1)identifying the beneficiaries and their claim to the estate through a comprehensive document such as a legal will.
2) Creating tax-efficient structures such as trusts to manage the estate and make periodic payouts to beneficiaries.
3) Creating organizational structures including trustees, executors, guardians, and power of attorney to perform identified functions in administering and managing risk.
Why Estate planning matter?
Avoid Disputes: Prevent family conflicts and legal battles.
Minimize Taxes: Preserve more wealth for your beneficiaries.
Structured Payouts: Ensure your wishes are followed.
