ESTATE AND SUCCESSION PLANNING
Create a safe financial space for your family’s next generation
“Someone’s sitting in the shade today because someone planted a tree a long time ago.”
Estate Planning
In today’s ever-changing world, it is essential to structure your assets and preserve your estate in a manner to build upon the next generation’s future. Many people avoid or delay discussing estate planning, and that can be a serious mistake. Good planning makes it more likely that your wishes are honoured and can often reduce taxes, legal expenses and family conflict.
Benefits of Estate and Succession Planning
Protect your assets
You can ensure your desires and needs are met in the event you’re unable to make decisions or speak for yourself.
Ensure your wishes are fulfilled
End-of-life care is an important conversation to have between you and your loved ones. In an estate plan, you can specify your final wishes and establish special arrangements for your remains.
Peace of mind
Without an estate plan, you run the risk of having the court decide the fate of your assets. This process, known as probate, can take weeks or months to settle. Thoughtful estate planning can help minimize your family’s financial stress after your passing.
Maintain Privacy
If you set an estate plan ahead of time, you could avoid going through probate. As such, your estate plan would not become public record.
How can we help?
At InvestRightWithSC we know that our clients’ needs vary enormously. That’s why we have developed different investment strategies, enabling you to choose the most appropriate one based on your needs and attitude towards risk. With the comfort of knowing your funds are monitored constantly by a dedicated team, you can benefit from a winning combination of investment expertise and value for money.
Prior to investing, we take the time to ensure we fully understand your financial situation and investment goals, along with confirming other essential factors including potential investment restrictions and the time period for investment.
Once invested, we constantly monitor all your investments, in order to ensure the investments, remain suitable for your needs. If alterations are required, our team will contact you with our reasons for change.