Services provided for Estate Planning
- Overview of what is Estate Planning
- Fact Find
- Identifying Shortfalls
- Will Questionaire
- Will Writing (by lawyer)
- Private Trust, if necessary
- Lasting Powers of Attorney (LPA)
- Advanced Medical Directive (AMD)
Applying probate to court will take about 6 months if you have a will. If no will,
it will take 2 to 3 years or longer depending on the complexity of the estate.
Business Succession Plan
Business succession and continuity plan is part of Estate Planning
for those who are in business. We will help you to stucture a plan that best suit your
needs. We need to take a look at:
Such plans are normally funded by the business and may involve tax
and valuation of the business value.
Source: Pixabay.com key-791390_640
Keyman holds the key to your business. How much is your keyman worth?
If you find our services to be useful to you, please do recommend your friends to go through
the Estate Planning Process. Click Here to recommend them. Thank you.
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