Legacy Planning

Preserving wealth and managing risks

A well-structured insurance policy could help clients to understand how to effectively manage and transfer their possessions, properties and money in a fair and equal manner without sacrificing their estate to inheritance tax.

Families have been using trusts to preserve and manage their wealth for the benefit of their heirs for centuries. A trust is an arrangement that provides estate planning, succession planning, probate avoidance, asset protection, asset consolidation.

Challenges and Risks

Wealth Enhancement