Apps

Financial and Estate Planning

  • The process of arranging and anticipating, during one’s lifetime, the accumulation and management of assets during their lifetime and then disposal of those assets after death.
  • While considering the minimization of income, gift, estate and generation skipping taxes.
  • And considering planning for incapacity as well as eliminating uncertainties over the administration of the estate.

It includes:

  • Wealth accumulation
  • Asset protection
  • Retirement funding
  • College and education planning
  • Estate, trust and gift planning