INHERITANCE

B espoke inheritance planning encompasses strategies of how your assets will and can be passed to your heirs based on your wishes, priorities, and goals while minimizing taxes, probate fees, and legal fees. We offer personalized advice, with a focus on you, your family, and your wealth.

Building your own inheritance plan grants you the ability to protect your legacy.  The first step to protecting yourself and those in your life is to have a Will.  For a Will to be effective, it needs to clearly indicate your wishes, be readily found, and be easily verified by the country in which it is witnessed and signed.  A Will is essential and the decisions that go into a Will should be viewed as critical safety steps, ensuring your plans are specified and written.