Estate planning is the process of organizing and managing your assets to ensure their efficient distribution and protection after your death, including the preparation of wills, trusts, and other legal documents.
Estate planning
Welcome to GLOCAL ADVISORS, where we offer expert Estate Planning services designed to protect your assets and secure your family's future. With 25 years of experience in financial advisory, we understand the importance of a well-crafted estate plan in achieving peace of mind and ensuring your legacy is preserved.
Our Services
Business Succession Planning
For business owners, succession planning is crucial to ensure the smooth transition of leadership and ownership. We help you create a comprehensive plan that addresses the financial and operational aspects of transferring your business.
Wills and Trusts
Creating a will or trust is a fundamental aspect of estate planning. We help you draft legally sound documents that reflect your wishes, providing clear instructions for the distribution of your assets and ensuring your loved ones are cared for.
Asset Protection
We implement asset protection strategies to safeguard your wealth from potential risks such as lawsuits, creditors, and economic downturns, preserving your assets for future generations.
Why choose us?
- With 25 years of experience in estate planning and financial advisory, our team possesses the knowledge and skills necessary to address the most complex estate planning needs.
- We understand that every individual and family is unique. Our estate planning solutions are customized to meet your specific goals, circumstances, and preferences.
- Our holistic approach ensures that all aspects of your estate, including tax planning, asset protection, and succession planning, are integrated into a cohesive and effective plan.
- We prioritize your privacy and confidentiality. Our processes and systems are designed to protect your personal and financial information at all times.
- Our client-centric approach ensures that you receive personalized attention and responsive service throughout the estate planning process. We are dedicated to providing clarity and peace of mind every step of the way.
FAQs
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What is estate planning?
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Why do i need an estate plan?An estate plan ensures that your assets are distributed according to your wishes, minimizes taxes, protects your wealth, and provides for your loved ones, thereby avoiding potential legal disputes and financial burdens.
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What is the difference between a will and a trust?A will is a legal document that outlines how your assets will be distributed after your death. A trust, on the other hand, is a fiduciary arrangement that allows a third party, or trustee, to manage assets on behalf of beneficiaries, often providing more control and privacy over asset distribution.
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How can esate planning help reducing taxes?Effective estate planning includes strategies to minimize estate taxes, such as gifting assets during your lifetime, setting up trusts, and taking advantage of tax exemptions and deductions.
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What is asset protection in estate planning?Asset protection involves implementing legal strategies to shield your wealth from potential risks such as lawsuits, creditors, and financial uncertainties, ensuring that your assets are preserved for your beneficiaries.
our team
We Are Friendly & Profressional
Anupam Srivastava
7+ years of working experience with expertise in company law, due diligence and secretarial compliances.
Varsha Tiwari
A dedicated Company Secretary with over 4 years of professional experience in corporate governance and compliance related to other allied laws.