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