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An estate plan is a set of documents that provides for the orderly arrangement and management of your affairs if you become incapacitated and disposition of your estate after your death.

This complete plan typically includes a Will, Power of Attorney and Living Trust. One of the primary goals of any estate plan is to minimize and reduced the tedious probate process, to settle if any debts and taxes due at the time of death.

1. THE LAST WILL & TESTAMENT
2. TRUST PLANNING
3. BUSINESS SUCCESSION PLANNING
4. OFFSHORE TRUST
5. CHARITY TRUST

THE LAST WILL & TESTAMENT

A “Last Will and Testament” is a legal document provides for the orderly distribution of your property at death according to your wishes.

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FAMILY TRUST

A family trust is a trust established specifically for the benefit of the members of a particular family. The purpose of creating a family trust is to protect and manage family assets for current and/or future generations.

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BUSINESS SUCCESSION PLANNING

Succession planning is an important tool for ensuring the continuation of your business, advancing your goals, and protecting your future interests, and it requires a structured plan and preparation for the smooth transition of ownership, leadership, and management of the family business and family assets to future successive generations.

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OFFSHORE TRUST

Offshore trusts are a type of asset protection tool that entails establishing a trust or business entity in a favourable legal jurisdiction outside of your home country.

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CHARITY TRUST

A charity trust is an essential component of any philanthropist’s estate planning for wealth transfer.

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