Estate Planning | Pro Wealth

By: Pro Wealth  05/12/2011
Keywords: legal services, Wealth Management, estate planning

For most people, estate planning will:

  • Give you more control over your assets during your life
  • Provide care when you are disabled
  • Allow for the transfer of wealth to whom you want, when you want, at the lowest possible cost

Common estate planning issues addressed in the wealth management process include:

  • The transfer of wealth
  • The minimization of transfer taxes
  • Asset protection
  • Charitable giving

Wealth transfer planning involves the smooth transition and distribution of wealth according to your wishes. With proper estate planning, you decide to whom, how, and when your assets will be distributed, as well as who will manage your estate or business. Special issues you may deal with are providing financial security for others, planning for children of a previous marriage, equalizing inheritances fairly, and retiring from your business. Wealth transfer planning also involves the management of assets during disability or incapacity. We have a service, in conjunction with a leading law and tax advice firm, which is designed to provide a wide range of differing legal services covering Inheritance Tax, Matrimonial Issues and general tax planning.

Tax Advice, Wills and the writing of them is a separate and distinct legal product to those offered by Pro Wealth.

Keywords: estate planning, General Tax, legal services, Legal Services Covering, Matrimonial Issues, Wealth Management,