Estate Planning

Estate Planning

When will writers talk about estate planning, they are simply acknowledging the additional activities that go hand in hand with writing your will to ensure that your final wishes can be met simply and effectively.

By undertaking planning and administration in life, you can eliminate any uncertainty around your legacy and the distribution of your estate – simply everything that you own.  Addressing these issues now can ease the burden of probate for your grieving loved ones and give you peace of mind.

Often the questions we need to ask to write your will can be the catalyst for other activities.  For example, you will be asked detailed questions about your finances – pensions, insurance policies, stocks and savings.  This may prompt not only the collation of this information for your executors but also a wider financial review.   Is your wealth working for you?

For anyone with a possible death tax liability, calculating that liability now may allow for mitigation of all but the minimum amount payable.  Life insurances and other policies are available to allow you to cover that liability and ensure that your beneficiaries receive what you intend.

Estate planning is not just for the wealthy or retired, although it obviously becomes a more pressing issue as we age.  Even if your assets are modest, it is important to maximise them for your beneficiaries with some careful planning.

Don’t be caught unawares from an inevitability, the best time to start estate planning is now….

 

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An Introduction to International Estate Planning

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Testimonials

"For various reasons, my situation turned out to be quite complicated and I needed two wills (as advised by UK...

Jenny Pearson, Consultant, Cambodia

2018-06-05T07:59:04+00:00

Jenny Pearson, Consultant, Cambodia

"For various reasons, my situation turned out to be quite complicated and I needed two wills (as advised by UK tax specialist) to keep my English and Cambodian assets completely separate. Cindy was able to work through all of that with me and I am confident that I now have everything properly covered."
"Cindy is knowledgeable, approachable, incredibly helpful, and highly professional. She helped me to understand the implications of my requests and...

Jayne Hilton, Engineer, UK

2018-06-05T08:30:28+00:00

Jayne Hilton, Engineer, UK

"Cindy is knowledgeable, approachable, incredibly helpful, and highly professional. She helped me to understand the implications of my requests and was always on hand to offer guidance and support. All in all an excellent service."
"It was a pleasure to work with Cindy and her team! Even though planning for one’s own death is a...

Jim Swander, CEO, Cambodia

2018-06-05T08:37:50+00:00

Jim Swander, CEO, Cambodia

"It was a pleasure to work with Cindy and her team! Even though planning for one’s own death is a project we all can easily put off, it removed an area of stress in my life. I no longer had to wonder if certain people would be taken care of, or where my money would go. Cindy and I worked through the process and she asked a lot of thought provoking questions. The first draft helped me think a second layer down, and made the will more complete. We finalised with her lawyer, signed, witnessed and put away in a safe place, letting my executor know exactly where to find it. I do not hesitate to recommend Cindy’s services."
"Cindy made the process of making a Will painless and efficient which we really appreciated. She was sensitive to avoid...

Moray Iles, Vietnam

2018-06-05T08:42:23+00:00

Moray Iles, Vietnam

"Cindy made the process of making a Will painless and efficient which we really appreciated. She was sensitive to avoid putting pressure or hassle to complete the Will quickly which allowed us to consider everything in our own time. Best of all, Cindy's professional support and thorough and clear explanation of the laws pertaining to our situation were very helpful. We would look forward to working with Cindy again on documents personal to our family."
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