Estate Planning & Trust Services

Estate and Trust Services

Passing wealth down the generations

Making sure that your wealth is handed down through generations of your progeny rather than to the taxman is an extremely important aspect of any comprehensive and fit-for-purpose wealth management solution.

Whether you intend to leave a legacy to your children, grandchildren or to a favorite charity, your Kaiser Hoffman specialist will work closely with you to ensure that your legacy goes to its intended recipients while minimizing the impact of inheritance taxes and duties.

A well thought-out estate/trust arrangement ensures the distribution of assets remain true to your wishes upon your passing. With governments stepping up their efforts to raise revenues through taxation, inheritance tax laws are continually changing. Often, these changes occur too quickly for the layman to keep abreast of weaknesses or potential exposure in his or her legacy plans.

Kaiser Hoffman’s estate/trust planning specialists have in-depth experience in these matters and are always ahead of the curve ensuring our clients are positioned to minimize the impact of tax on their legacy.

Before you begin this process, you should ask yourself the following questions:

  • Have you made will or trust arrangements?
  • How well are your assets protected from creditors?
  • Do you want your legacy passed on to your family?
  • Have you granted an advisor power of attorney in the event of your incapacity?
  • Would you prefer your legacy to be passed on to a charitable organization?

 

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