Estate Planning
Estate Planning is the process through which you can safeguard your hard-earned legacy in the unfortunate event of your incapacitation or demise. It helps you set clear instructions on what should happen to your assets as you intended. Estate planning is suitable for all individuals with any accumulated wealth
Assets that can be held in a Trust
- Cash
- Savings in banks
- Saccos
- Investment groups Stocks
- Shares in companies
- Retirement and insurance benefits
- Land and houses
Peace of Mind
Enable you to have in place a plan to protect and preserve your legacy for your intended beneficiaries
Preserve your wealth
Prepare your future generations for the wealth they will receive
Protect new ownership of assets
Allow you to detach or remove your name from your assets and put them into legally-protected vehicles, such as Trusts or Limited Liability Entities that not only help reduce transfer taxes but also mitigate against the risk of complicated individuals brewing conflict over your assets
Choice of allocation to beneficiaries
Allow you to distribute your estate in the proportions of your choice to those you wish to reward or leave it to
Protect your beneficiaries
Secure your assets from predators who may divert your plans as intended for your beneficiaries in your absence
Appointed trusted asset administrators
Appoint trusted guardians in the case of minors who may not be able to manage your estate or even defend themselves in the event of a dispute for your estate – until they become willing and able to do so.
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