Legacy Series

Legacy Series Landing Page

The Legacy series is an interactive platform where you can learn about the basics of Wills, Trusts and Estate Planning. The Legacy series is best suited for individuals who have completed the wealth accumulation phase of their lives and are now preparing to benefit from properly planned asset accumulation. These individuals may want to accomplish one or more things such as:

1. Leave funds to children and/or grandchildren
2. Reduce taxes on investment income
3. Lower current taxable income
4. Retain complete control of assets
5. Simplify estate (asset) transfer or minimise the risk of a will contention

Asides from learning how to provide asset protection for children, we also discuss how to meet some of your objectives, whether those objectives are to increase the benefits of ownership of assets, distribute assets to family members or charities, appoint capable professionals as Executors and Trustees, reducing taxes, probate and administrative costs, and/or ensuring the estate’s liquidity and stability.
You can ask any questions you have about Trusts, Wills and Estate planning or any other issue you want addressed on the show.

You can also contact one of our professional advisers by filling the form below;

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