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Overview

Trust

Estate Preservation

Philanthropy & Wealth
with Responsibility

Investment Tax

Estate Preservation

Estate preservation allows you to be remembered the way you want, to leave a legacy to the ones you love that reflects your wishes and gives purpose to what you have accomplished in your life.

Your first priority is likely to be providing for personal dependents and you may also wish to endow charitable bequests or establish philanthropic foundations. All inheritance and gift questions require careful planning. Planning can help minimize tax liabilities and ensure that your assets maintain their value so that they can continue to meet the demands placed on them, both now and in years to come.

Our wealth management can help you devise an effective estate plan. We will help structure your estate so that your assets can maintain their value in the face of taxation, changing market conditions, and the uncertainties of the future. By gradually transferring assets to the next generation, we will seek to reduce tax liability and gradually transfer responsibility too.

Possible ways of dealing with inheritance tax:

Create a will
Turnover assets through lifetime gifts
Place money or assets in trust
Protect and insure your wealth

Wills

A will is a legal document guaranteeing that your wealth is delivered according to your wishes, and presents clarity and certainty over the disposal of your estate. Typically, this can aid in managing the inheritance tax arising on your estate.

Gifts

Gifts may be in the form of cash and/or appreciated assets such as real estate, closely-held stocks, publicly traded securities and mutual funds, paid-up insurance policies, and charitable lead trusts. When you are planning to decrease your taxable estate, the first thing you should take into account is whether you can afford to distribute any of your assets before you die in the form of gifts.

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