Estate planning and trusts
Smart estate planning is mandatory. It will ensure that the transfer of your assets will take place in a best case scenario that eliminates the unexpected.
It’s necessary to:
- Define the objectives of your succession plan
- Determine the financial needs of your heirs
- Aim to reduce the tax burden and maximize available liquidity for you loved ones
- Write wills, powers of attorney and mandates
- Set up trusts in the names of your heirs, if necessary