Estate Planning

Another great component of a solid financial plan is estate planning. You have worked hard to build up substantial assets and you want to protect them, and ensure that they are distributed to your heirs according to your wishes. An estate plan will give you the comfort of knowing that your wishes will be respected, and that your estate will be handled in an optimal fashion from a financial and tax perspective.

  • Asset protection trust
  • Protective supervision plans
  • Trust administration
  • Donations and philanthropy
  • Estate planning
  • Personalized testamentary planning
  • Estate settlement