Estate Planning is the analysis through which effective arrangements are set about the succession of businesses and heritage of our clients. Legacy represents the future and work of a lifetime of one or several generations and, therefore, it should be given the utmost attention.

A comprehensive Estate Plan is more than a simple will or the acquisition of a life insurance, since it requires of a retirement plan, a healthcare plan, a death plan and a business will which, in turn, should provide legal certainty and optimize the payment of possible fees and taxes.

It is advisable to start preparing a comprehensive Estate Plan since youth and, having an estate plan upon entering middle age, is essential. That is why we offer advice on:

  • Insurance and bonds
  • Succession plans
  • Business will
  • Retirement plans
  • Health care and old age plans