Estate and Succession Planning

Making the necessary financial arrangements is often furthermost from people’s mind, but doing so can greatly assist loved ones and alleviate stress at such traumatic time. We can help you and those close to you.

The use of a will or trust, or both, ensures the orderly and thoughtful distribution of your Estate- both immediately after death and for generations to come. In certain circumstances, the use of a trust in succession planning has several advantages over the stand-alone will. It allows for freedom of choice; it enables timely distribution to be made to both individuals and charities; it offers confidentiality; it provides flexibility to grant income rights and controlled capital payments to your chosen heirs; it provides flexibility and security to geographically mobile individuals. Placing assets in trust means that the legal owners are the trustees. The trustees will oversee the smooth transfer of assets to your heirs without the constraints often associated with probates