Estate Planning

Making preparations for the orderly handling and administration of the owner's estate upon his/her death. This involves drawing up a will and may require the setting up trusts as well as the procurement of life insurance, with the intention being to avoid diminshing any of the estate's value which will be threatened by estate duty and other taxes and administrative expenses

Last Will and Testament is one of four Estate Planning vehicles used to distribute assets to heir and beneficiaries.:

Trusts: A trust is used to "freeze" or "peg" the value of assets in the Founder's estate; as well as to manage the distribution of the trust's assets both pre and post death for any number of reasons.