Estate Planning
Defining it is easy
Planning it is essential
Defining it is easy
Planning it is essential
There is however more to Estate Planning than simply ensuring you leave a Will. Your “Estate” is the total extent of your property and possessions. Estate planning is a service that anticipates and arranges the disposal of your Estate on your death. It also needs to be flexible and adjusted as your life and your Estate grows and circumstances change. These are a few essentials in the planning of any Estate.
Would you honestly be happy if all that you have strived for and accomplished does not end up in the hands of your loved ones but rather is divided by law among your extended family or possibly even left to the State?
There is more to Estate Planning than simply ensuring you have a Will. … There are a few essentials in any Estate Planning process:
Correct distribution
We ensure that your heirs (and not the state) enjoy the benefits of the wealth you created.
Minimise costs
Why deplete your Legacy? We make certain the costs to your Estate, such as taxes and other expenses, are kept to a minimum.
Simplify the process
Don’t make inheritance complicated for loved ones. We make sure the transfer of assets to your heirs is simplified.
Peace of mind
Through our expertise we can guarantee that complications and uncertainties which may trouble your heirs are eliminated.
Review and assess
A review of your assets (including any insurance and pension benefits and liabilities) will ascertain your correct worth and what needs to be included in the Estate.
Trusts or PTYs
We endeavour to simplify the process for your family. We conduct an evaluation of any need for a trust or corporate entity to be set up which could simplify the transfer of assets to your heirs.
Your wish is our command
It is essential that your family’s needs are met, but only in accordance with your precise wishes. This discussion is an essential part of our service to correctly structure your Estate.
Your Will embeds your wishes
Drafting one or more Wills is essential to ensure that your wishes will be adhered to and clearly understood by all beneficiaries. Just as important is keeping your Wills up to date.
With our independent specialist approach Legacy Fiduciary Services has earned a national reputation in Estate Planning.
Leaders in
Estate Planning
Fiduciary Services
Trust Administration
Administration of Deceased Estates
Succession Planning
