Estate Planning
We address our clients’ estate planning needs with a comprehensive range of services. We draft wills, incapacity mandates, powers of attorney, and establish trusts to ensure peace of mind regarding the management of their wealth. Our team also handles estate settlement, wealth transfer, and all aspects of estate planning, providing complete support for a secure and efficient transition of family wealth.
- Will Drafting
- Establishment and drafting of incapacity mandates
- Creation of powers of attorney
- Establishment of trusts
- Management of estate settlement
- Organization of wealth transfer
- Design of estate planning strategies
Our Estate Planning Services
Life Insurance and Wealth Transfer
- Life Insurance Advice: Integrate life insurance policies into your estate strategy to cover tax obligations and ensure secure capital for your heirs.
Incapacity Mandates and Complex Estates
- Incapacity Mandates: Anticipate the management of your assets and personal decisions in the event of future incapacity.
- Business Succession and Blended Families: Assistance in complex situations, such as business ownership transfers or protecting the interests of minor children or dependent adults.
Asset Transfer and Tax Optimization
- Spousal Transfers: Organize asset transfers to reduce tax impacts, such as tax deferrals, and simplify wealth management upon death.
Will Structuring and Capacity Planning
- Will Drafting: Crafting clear, compliant wills to ensure a smooth transfer of your wealth according to your wishes.
- Capacity Planning: Preparing documents like mandates or protection mandates to ensure the management of your affairs in case of incapacity.
Trusts for Asset Protection
- Individual Trusts: Establishing robust trusts to protect your assets from unforeseen events, benefit from tax advantages, and improve wealth management.
- Business Trusts: Creating specific trusts to facilitate business succession, ensuring a smooth transition of responsibilities and assets.
Dispute Resolution and Conflict Prevention
- Implementing tailored solutions to prevent family conflicts and ensure a smooth transition, whether in a family or business context.
By working with us, you benefit from a tailored approach to meet the unique needs of your situation, securing the transfer of your assets and the longevity of your legacy.
By working with us, you benefit from a tailored approach to meet the unique needs of your situation, securing the transfer of your assets and the longevity of your legacy.
At Twin Lisbet, we guide you through estate planning to secure your wealth and protect your heirs. Our services include creating testamentary trusts, managing estate disputes, and protecting assets to ensure your wealth is transferred efficiently and securely to the next generation.
Our Estate Planning Services
- Testamentary Trust: Preserving assets for future generations while minimizing estate taxes.
- Discretionary Trust: Flexibility to distribute assets based on beneficiaries’ needs.
- Henson Trust: Protecting assets for individuals with disabilities without compromising their eligibility for social benefits.
- Estate Freeze: Strategies to freeze asset value and transfer future growth to the next generation.
- Wealth Transfer: Strategies to minimize taxes on wealth transfers.
- Intergenerational Planning: Preparing asset transitions between generations to maximize transferred value.
- Estate Dispute Management: Preventing and resolving conflicts among heirs and beneficiaries.
- Trust Structuring: Creating trusts tailored to your financial and family goals.
- Asset Protection: Strategies to safeguard your wealth from creditors and legal claims.
- Digital Asset Management: Protecting digital assets and online rights for future generations.
- Blended Family Planning: Strategies to ensure equitable asset distribution.
- Tax Optimization: Reducing estate taxes and maximizing tax benefits.
- Complex Estate Management: Strategies to minimize conflicts and maximize the value of transferred assets.
- Trusts for Children and Dependents: Long-term asset protection for vulnerable beneficiaries.
- Executor Management: Assistance with managing complex estate settlements.
- Family Asset Protection: Strategies to secure family wealth for the long term.
Why Choose Twin Lisbet?
With expertise in estate planning, family asset management, and tax optimization, Twin Lisbet helps you structure your wealth to minimize taxes, protect your assets, and ensure your heirs’ financial security. Whether you are an entrepreneur, professional, or investor, we support you in managing estates and wealth transfers to ensure the longevity of your legacy. Trust Twin Lisbet to guide you through estate planning and protect your family wealth for future generations.
A QUESTION ?
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