Keeping your wealth in safe hands
Estate planning in simple terms refers to the passing assets / investments down from one generation to another. You decide how much of your estate – be it property(s), car(s), personal accolades, financial investments, etc. you want to pass on to whom and how, after your demise.
Please remember, estate planning is an on-going dynamic process.
Estate Planning is a process that seeks to manage an individual’s or a family’s wealth in the event of an individual or key family member becoming incapacitated or their passing away. It includes intergenerational wealth transfer, business succession planning, trust planning, family wealth governance, estate tax planning etc.
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