25th November 2014
Ensure your family inherits your legacy.
Why you should plan
An estate plan includes your will as well as any requests on the distribution of your estate. It helps to exercise your wishes on how you will be cared for, both medically and financially, if you do not have the ability to make your own decisions in the future. Careful estate planning can help to ensure the wealth you have built is transferred smoothly, tax effectively and most importantly, according to your wishes after you are gone.
What we offer
- Will writing and implementation of an estate plan
- Funding solutions using life insurance
- Trustee Services, Administration & Executor Duties through our partners
- Business owner succession planning
Get professional advice from us today.
Estate Planning does not have to difficult. Get in touch with us and we'll help you in determining if this is the right option for you. No obligations.Get in touch with us!
What consitutes an estate
Contrary to popular misconception, you don’t have to own a big house to have an estate. Your estate consists of everything you own when you die, including your home, personal property, investments, bank accounts, retirement plans and any interests in a family business or partnership.
For Muslim clients
Estate Planning for Muslims are available. Our estate planning advice will follow Shariah principles and be compliant according to the Islamic Law.