Estate Planning

We understand that arranging your estate and any assets that you hold in order to lessen the burden on your loved ones in the event of your passing is a vital but complicated and challenging process. This can be made even more convoluted if you are living outside your home jurisdiction and you have assets and/or family dependents both at home and abroad.

 

It is also important to understand the tax regulations and implications of your options in order to lessen any financial burden. We have a team of experts who can guide you through the different options available to you, and who will then undertake all the administrative aspects of the process on your behalf. Let us help you to arrange your affairs for the future of your loved ones.

 

We can guide and advise you on:

  • Drawing up a Will
  • Estate Planning
  • Asset Ownership
  • Living Trusts
  • Insurance Against Debt
  • Designating Power of Attorney
  • Advance Directives (Living Will)

 

Contact us for a free consultation with one of our Portfolio Managers