ESTATE PLANNING

TRUST US TO HELP YOU PLAN FOR A SECURE RETIREMENT

Ensuring your quality of life does not end when your working days do is an extremely important consideration.  There has never been a better time to allow us to help you plan for retirement than now.  We have considerable experience in establishing and administering trusts and estates that provide an effective level of protection for your (and your family/s) assets and will also help you maintain your financial independence in years to come. 

Trusts and Estates

• Comprehensive financial overview and recommendations
• Complete Trust and Estate establishment and planning
• Full accounting and trust administration
• Investment appraisals
• Risk management assessments
• Corporate, Charitable & Community Trusts

Benefits of Trusts and Estates?

• Protection from your Creditors
• Protection from the Beneficiaries Creditors
• Protection from the Property (Relationships) Act
• Flexibility of Distribution upon death
• Tax Savings (including social taxes, eg. Rest Home Subsidies)
• Appropriate vehicle for retirement savings
• Estate Planning

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