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Estate
Planning is what we do to ensure our monies, properties, insurances
and the
like are taken care of
in the way that we
wished while we were alive.
It's
relatively simple. Just
arrange a meeting with one of our Trust and Estate professionals to
help you create or review your estate plan. We’ll show you how to use
a combination of wills, trusts, insurance and tax strategies to
maximize your estate during your lifetime and provide for distribution
of your estate to your heirs.
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Trusts & Wills
We accumulate a lot of assets over our lifetime; our home, savings,
valuables and life insurance. We need a plan to protect all the
assets we’ve worked so hard to build, ensuring that we pass them on
to our loved ones according to our wishes and minimize estate taxes,
particularly in Spain.
But just giving away money, gifts or setting up a trust for our heirs
could have more complications than we imagine.. That's why it's highly
suggested to speak to a financial advisor. But why should you
setup a Will or Trust?
You
remain in control
You control who
gets what and when and the persons who will look after your estate. You can
choose who will look after your children if you die while they are
under the age of 16. You can give additional administrative powers to
your executors which will assist them in the efficient administration
of your estate.
Higher gains
There may be
significant inheritance tax advantages.
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