Preserve your legacy, safeguard your assets and develop a successful estate plan for the future generation !
Estate planning is the process of legally structuring the future disposition of current and projected assets, the goal is to transfer wealth in accordance with a person’s wishes legally.
The process of estate planning encompasses personal, family and financial issues related to control and transfer of property and to end-of-life decision making. It includes helping clients address life-planning and management of their property to satisfy their personal needs and the needs of their family or business —during their lives, during a period of disability, and after death.
Consider these following questions:
- Why work so hard for 30 years in your profession if the net result would only end up 15 up to 18 years and the rest would go down the drain ?
- Your estate is the tangible representation of your lifetime, why spend a lifetime building it overnight if you are going to let the Bureau of Internal Revenue (BIR) take it apart ?
- If it makes sense to build it, wouldn’t it make sense to keep it ?
- It is not how much you leave . . . it is how much you left that counts !
One of CERTA’s main services is to help families develop their own successful estate plan Should you wish to avail of this service Contact us