Estate Planning

estate_planningYour “Estate” is simply the total extent of your property and possessions. Estate planning is a service which anticipates and arranges the disposal of your Estate on your death. Optimal Estate planning ensures that:

  • Your heirs enjoy the benefits of your wealth building activities
  • The costs to your Estate, such as taxes and other expenses, are kept to a minimum
  • The transfer of assets to your heirs is simplified
  • Complications and uncertainties which may trouble your survivors are eliminated

Typically a comprehensive Estate plan will involve the following and more:

  • A review of your assets (including any insurance and pension benefits and liabilites)
  • An evaluation of any need for a trust or corporate entity
  • A discussion of your wishes and your family’s needsA drafting of one or more wills

The Legacy FS professional team has the skills and experience to ably provide these services.

Reg No 2010/009506/07
Authorised Financial Service Provider:
Licence No. 42238