Passing Your Wealth

Estate and Legacy Planning

Having worked hard to create your wealth, it is natural to want to pass it on to the next generation.

Your most significant assets are not financial, but rather your Faith and Family. Although you dream of a comfortable retirement, your most important goal is taking care of your family and passing down your values. You would like to be more charitable while you are alive but don’t know how to do it in the most tax-efficient manner. At the same time, you don’t want to jeopardize your own financial security. How do you do this?

We’ll help you understand your legacy goals in the context of your overall financial plan. We’ll review your estate plan, beneficiary designations, life insurance policies, cash flow sources, income needs and more to determine if your current situation is in line with your legacy goals.

We help clients answer the following questions:

  • How much should I leave to family members?
  • At what age should they receive the money?
  • Can I ensure money left to family members is protected from litigation or divorce?
  • Should they receive a lump sum, or should it be disbursed over time?
  • What can they use the money for?

Your legacy goals will evolve over time. We’ll be with you every step of the way, and here for your family once you’re gone.

Tax legislation and allowances change all the time and regular review of your arrangements is essential.

BCE Limited

04. 01. 2017

Finavia adopts Alipay payment app at Helsinki

Helsinki airport operator Finavia has become one of the first airports in Europe to install the Chinese Alipay mobile payment application.

10. 01. 2017

Alibaba, Tencent likely winners in Chinese stock market, JPMorgan AM says

Chinese stocks are far from reaching their peak anytime soon but there are some bright spots around on the mainland, according to the chief investment officer and head of emerging market and Asia Pacific equities at JPMorgan Asset Management.

21. 09. 2016

Jack Ma's Finance Business May Be Worth More Than Goldman Sachs

Alipay got its start in 2004 as a way for the customers of Alibaba Group to more easily buy goods online. Now the business's parent company may be worth $75 billion, or more than Goldman Sachs Group Inc.