Everybody needs an estate plan. You don’t have to be a millionaire to need one.
It’s an integral part of your financial plan. Your estate plan ensures that your wishes are carried out.
An estate plan determines who can make financial and medical decisions for you when you are incapacitated.
If you have minor children, the plan ensures you have the right people to care for them, including overseas guardians, if something happens to you or you must leave the country in a hurry.
In addition, it ensures your assets are protected, you avoid probate, save taxes, and overall ensure your family is fully protected.
The components of your estate plan include some of the following documents customized to your situation.
- Wills
- Financial Powers of Attorney
- Medical Power of Attorney
- Trusts (Irrevocable and Revocable)
- Living Wills
- International Wills etc
In addition, it ensures your assets are protected, you avoid probate, save taxes, and overall ensure your family is fully protected.
Estate planning is complicated by your immigration status, including your countries of citizenship, where your assets are located, and who your beneficiaries are.
We partner with estate planning lawyers well-versed in international laws to help you develop the right plan for your situation.
COMPREHENSIVE FINANCIAL PLANNING FEES
INDIVIDUALS – A flat annual fee starting at $5,000.
COUPLES – A flat annual fee starting at $6,000.
You have the option of combining ongoing financial planning and investment management. Happy to explain.
