ESTATE PLANNING SERVICES
A careful will is the basis of estate planning. But as your financial affairs become more complex, the need for more comprehensive planning increases. If you have children, charities, and valuable assets (your investment, real estate, and business), you need a comprehensive estate planning to ensure that the wealth you’ve worked hard to earn in your lifetime is distributed according to your will. Besides, estate planning helps reduce potential costs and delays involved in resolving your estate, such as final taxes and estate certification fees.
We can plan estate in different ways, including wills, designated beneficiaries, power of attorney, insurance, trust, tax planning, charitable gifts and foundations.
If you already have an estate plan, the best time to review and revise your estate plan is when you are still relatively healthy. You should be aware of the changing process of your child and social life. When your child grows up, you should review your estate plan again.
The status of estate planning needs to review:
Death of spouse
Marriage or remarriage
Birth of children or grandchildren
Death of beneficiary
Buy or sell a business
Beneficiaries with special needs will receive part of the estate (which requires special trust planning)
The executor named in the will dies before you
Purchase of foreign property
We will guide you step by step in the process to make you and your family feel at ease.