ASSET SUCCESSION PLANNING – VALUES FOR GENERATIONS
More wealth is being bequeathed and inherited than ever before. This makes it increasingly important to plan ahead. We would be delighted to help you to find a way to securely pass on your assets securely to the next generation.
How to connect generations with your assets
Our recommendation: don't leave anything to chance. Create clarity and avoid unregulated inheritance cases and conflicts. The first step is to have a generational discussion. We can support you in discussions with your children and heirs. We also collaborate with notaries and lawyers to ensure optimal succession planning.
Important questions for the future of your assets:
- What do my assets consist of?
- Who should receive what?
- What is the best way to achieve this goal?
Important questions for pension planning:
- Who is responsible for my banking affairs?
- Does it make sense to have a lasting power of attorney?
- Would I like to give instructions to my doctors in a living will?