Estate Planning
Get a free consultation call
Need help with your finances? Connect with us for a FREE 30 minute consultation call!
A legacy for the generations yet to come
As parents and income generators for the family, we have a responsibility towards those dependent on us. Estate Planning is the process of preparing a set of tasks that manage your assets, alloted to your heirs and manages your estate during an untimely event like death or incapacitation
Advents helps you:
Review existing estate planning documents
Incorporate estate plans with other investment opportunities
Manage issues associated with a sizable inheritance
Identify beneficial trust structures for particular needs
Use tax-efficient wealth-transfer strategies
Carry out philanthropic goals with ease
Work with the legal counsel to create estate planning documents that reflect your wishes
Provide advise on business succession strategies
Support your surviving family with wealth education
Good asset management aims to preserve your wealth for your family to enjoy. In absence of a will, your financial planner will help you distribute your assets and/or make charitable donations to limit estate taxes
We are experienced
With 20+ years of experience in the field, we have seen infinite financial scenarios, with infinite goals and ambitions. This makes us an asset for estate plan documents that are in-line with your goals
We are thorough
Being your estate planner is a massive responsibility. We value your trust and show our gratitude by looking into all avenues of your family wealth before creating a rounded estate plan
Frequently asked questions
An estate plan gives you more control as to where your assets go at the time of your death. It gives you the right to choose who inherits how much of your physical, financial and online assets
You will require a will, guardianship designations, healthcare power of attorney, beneficiary designations, durable power of attorney and a personal letter of intent. With these documents in place, Estate Planning becomes easier
There are a few things you can do for estate planning before you hire a professional. You must inventory your assets – make a list of everything from your home, land, real estate to personal collectibles. The next step would be to understand your families needs and create directives like a will, a durable/limited power of attorney. The last step would be to have and review your beneficiaries. It is also a good idea to check the tax laws to make sure everything is in place and there is not a major deduction for sizable inheritance
No. But if you want to make sure your money goes to the right people, you should consider getting a will
We are a team of financial experts who treat you more like a partner than a client. Our suggestions are always catered to your financial goals and ambitions. We take pride in our work and our ability to soar new heights
You should start estate planning the moment you get employed and it should be reviewed and edited every 3 – 5 years after that. This will reduce your pressure when the time comes to distribute your estate
Allocate Your Assets To The Right People With Advents
TESTIMONIALS
what people say about us
