We make decisions everyday, delaying the thought of planning for one’s own estate can be a very costly one. The transfer of one’s own lifetime’s work is therefore an extremely important step, which really should be planned in a considered and structured manner. Jefferson Trust’s team of specialists can help you with creating a long-term succession plan. We can do this by a number of suitable instruments (trusts, wills, foundations, insurance products) depending on your situation, opening up numerous possibilities for a well-ordered transfer of assets to your successors:
- Maintenance and safeguarding of lifetime’s work
- Multi-generational assets transfer
- Death is not the end of your intetions
- Responsibility for future generations
- Guarantee of education and upbringing
- Legacy and family reputation and values