Estate planning

Estate planning is an essential pillar in every individual’s financial plan. We make sure that your assets will pass in an orderly and efficient way. The Estate Planning process involves the structuring of your financial affairs in such a way that upon your death:

1. Taxes are minimized

2. There is sufficient liquidity to meet the estate’s financial obligations

3. The inheritances are sufficiently provided for your heirs

Comprehensive Estate Planning involves the structuring of wills, Trusts, and Donations.


Wills and Trusts

It is critical for every person to have a will. Dying without a legal will may lead to intestacy which means that the distribution of your estate at death will be overseen by a probate court which might take years to finalize. Together with the legal team of  Servo Fiduciary Services we make sure that your will is legal and executable according to your wishes.

A trust is a legal structure that is used to hold assets, for various legal and tax reasons. It may benefit you to hold assets in a trust rather than in your personal name. Fairtree Private Client together with our legal service provider will help you to establish and manage a trust during your lifetime as part of the estate planning process, or to protect assets for future generations.