Estate planning
Estate & Legacy Planning
"I am struggling to care for my family, so this money would have been a great relief for my family. But now, it is all gone."
Estate Planning:
To give your money and property and assets to those who you care for.
If you have a will, you have done up half of your estate planning. If you have not, you have also done up half, as you have given the government the right to distribute your assets the way you MAY NOT want it.
If you did not make a will:
Why?
Things we do:
Wills Writing
Trust set up
Lasting Power of Attorney (LPA)
Advanced Medical Directive (AMD)
Advanced Care Planning (ACP)
For business owner:
Shareholder Agreement
Business Trust
We’ll guide you every step of the way
Your needs
identified
Once we’ve identified your estate planning needs, one of our in-house estate planning attorneys will join your advisor and their team to develop the strategy and design around your estate plan. The plan may include a trust, last will and testament, and financial and healthcare power of attorney where you can decide who administers your assets and healthcare decisions.
Your plan design reviewed
Next, you will have the opportunity to ask questions and approve your plan design. From there, your dedicated estate planning team will draft your documents and implement your estate plan.
Your estate plan kept up to date
Because your estate plan is integrated into your comprehensive wealth management plan, you can rest assured that we’ll be proactive about keeping your assets properly titled and accounted for, and your estate plan documents current.
Things to lookout for:
Why work with us:
Personal; we understand you before we embark on our planning, we only work with clients who is ready
Professional; Our Estate Planner have all went through rigorous training curriculum before they are even allowed to start advising client on Estate Planning and are interned with experienced Practitioner who show them the rope on proper planning.
Practical; would you trust the guy who tell you to eat porridge everyday so that you can have your lobster everyday when you retire? Same goes for us, we don’t believe nor give advice like asking you to scrimp and save just so your family can have a better life after your gone. Estate Planning is about being enjoying your current lifestyle without compromising your family future.