Estate planning is all about preserving your wealth, your family and your well-being and enhancing legacy you want to leave behind. Wealth you accumulated throughout your life requires special attention while your living and after your death. The key driver in achieving success in this process is ensuring that you have taken the necessary tax efficient measures, followed the estate and success laws and distributed the wealth the way you want it.
There is no dollar value associated with Estate Planning. The common assumption is that estate planning is only required for extremely successful businesses with millions of dollars accumulated within it. It is our duty at SPC to show our clients that every person needs attention and should have an estate plan in place. Sound estate planning principles (to name a few – Wills, Personal Directives, Endurance Power of Attorney, Trust setup, Probate Fee Planning, Tax minimization strategies, etc.) can be used by all.
A comprehensive estate plan is one of the best things that you can do for your family and loved ones. To deliver that you need to partner with a knowledgeable estate planning professionals who is well versed in complex succession, estate administration and tax laws. Based on experience and training from a world known organization The Society of Trust and Estate Practitioners we know how to serve the challenges of estate planning. We are well prepared and looking to help you and your family to uncover many options you may not have even been aware of and therefore never considered in your long term plans for your business.