Estate Planning

Regardless of your level of wealth, estate planning is an essential part of a comprehensive financial plan. It can be as simple as ensuring your family is provided; for when you are gone, or as elaborate as leaving a legacy of giving to your community or organisations important to you. Planning ahead can offer privacy, greater control, and an opportunity to leave a legacy consistent with your goals.

Estate Planning involves a tax analysis, an insurance needs analysis, and a review of beneficiary assignments, to ensure that the people you want to receive your hard-earned assets will, when the time comes. Setting up proper legal documents with your legal representative – will, trust, living will, health care directive –are all crucial in order to outline your wishes and desires. DCS Wealth Management Limited will work with your attorney and/or tax professional to provide the complete picture of professional guidance and estate planning advice you need.

Some of the most important reasons to have an estate plan are:

  • To minimize legal fees and administration costs
  • To transfer a greater portion of your assets to your heirs and favorite charities or organisations
  • To protect your heirs by providing them with wealth management continuity throughout your lifetime and beyond
  • To control who manages and receives your assets at your death

DCS Wealth Management Limited can assist you with achieving your financial goals via the estate planning process

Ongoing Review

Even if you already have an estate plan, you should review it in the event of:

  • Marriage or divorce
  • Death of a spouse or beneficiary
  • The birth of a child or grandchild
  • Significant changes in your net worth
  • Changes in your personal financial objectives
  • The purchase or sale of a house or property
  • Business investments and succession or heir planning
  • Changes in applicable tax laws

DCS Wealth Management Limited has many alternatives available to help you protect your assets for your loved ones.