A trust is a fiduciary arrangement that allows a trustee to hold assets on behalf of a beneficiary or beneficiaries usually until a fixed date in the future or the happening of an event stipulated under the trust.
Listed here are two of our Trust Services:
A trust can be created in your will and testament to safe guard the following :
This is also known as a discretionary trust where the trust structure has tax advantages and asset protection as its underlying basis. A discerning business owner or family business group knows how to use a family trust as a legal instrument to ensure that the family business legacy is succeeded by many generations down the line.
Besides gaining the tax benefits afforded by such a trust, the protective edge is that the assets in the trust are generally out of reach of creditors of the beneficiaries. Such trust protects the beneficiary from their own individual defaults and ensures successful succession of the family’s business legacy.
We, HERITANCE WILLS work with our affiliated partners like investment banks to construct family trusts in line with the family’s business vision and financial plans to carry on the legacy of the family business into the future.
For the creation of an individual or family trust, we offer the following services:
So how do you go about drawing up your will? Our answer is 3Cs.
At HERITANCE WILLS, we make the will writing process simple and easy for you. Our preliminary steps shall ensure that you are sufficiently guided as to how to start and complete your wills within a week from receipt of full information from you, as some of our clients have attested to in our REVIEWS page. We discourage prolonging the process for longer than necessary as we do recognize that drawing up a will may be an emotional exercise for some, hence getting it done fast and getting it done right is our assurance to you