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CHARTERED TRUST & ESTATE PLANNING

1. Estate Assessment & Net Worth Analysis

 

2. WILL Writing

 

3. Family Wealth - Preservation & Distribution

 

4.Transfer of Assets during Lifetime using Planned Gifts

 

5. Family Settlements

 

6. Trust Creation & Management

  • Private
  • Charitable
  • Deity

 

7. Business Succession Planning

  • Business Valuation
  • Buy / Sell Agreement

 

8. Power of Attorney / HUF

 

9. Tax Planning

 

10. Retirement Planning & Fund Management