Estate Planning
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Contact usEstate planning is a process that ensures the continuity of an estate and the respect of wishes. It is important to have a clear picture of the impact of the choices you make, and to achieve this we suggest an overall analysis that includes a review of the financial situation, the corporate structure, the various legal documents in place (trust deed, shareholders' agreement, will), an analysis of the insurance products in place, the calculation of latent taxes in the event of death and the liquidity of the estate.
This approach makes it possible to :
Ensure that the wishes expressed have the desired impact
Make it easier for next of kin
Maximise the value of assets passed on to beneficiaries
Guarantee the continuity of the business, where appropriate
Ensure that the estate is managed in a way that benefits minor children
Reduce the tax burden associated with the death
Protect post-death assets
What We Offer
Assistance with estate planning
Drawing up an estate plan
Organisation of the transfer of assets
Optimise inheritance tax arrangements
Defining life insurance needs
Professional advice to ensure a successful outcome to this crucial stage of life