Estate Planning
We Develop the real estate solutions of the future.
With services, insights, and data that cover every aspect of the industry, we craft solutions for clients of all sizes, in every sector, and across every region.
Our Trust & Estate Planning practice focuses on assisting individuals with their estate plans, helping them define and achieve their goals. Our advisors enhance investment performance with exclusive real-time intelligence, connecting you to the right capital and opportunities across all markets and property types.
Our Capabilities
Offering diverse solutions to fulfil the needs of every individual and business.
Advance Estate Planning
REIT & Capital Markets Investment Strategies
Inheritance Tax Advice & Succession Advice
Valuation & Property Advisory Services
Tax Efficient Will Drafting
Trust & Estate Administration
Secure Your Legacy Through Thoughtful Estate Planning
Creating a solid estate plan can ease worries and offer valuable benefits, ensuring peace of mind.
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Reduce potential taxes: Utilizing appropriate insurance, gifting, and asset transfer strategies can help reduce the impact of taxes on your estate.
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Protect your assets: If you are no longer there or unable to speak for yourself, your wishes will have been legally recorded.
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Ensure accurate and timely distribution of assets: Without a will and an estate plan, your assets may be subject to the court's decisions and may involve a potentially lengthy process known as probate.
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Maintain privacy: Avoiding probate means that your assets and distribution do not become public record.
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Provide for loved ones: Ensure that your family and dependents are financially supported according to your wishes.
Estate planning should protect your assets and reduce the tax impact on them after you have departed. By creating a living trust as part of your estate plan, you can prevent your estate from going through the probate process, maintaining your privacy and that of your heirs. Asset protection planning can also help keep your property out of the hands of creditors.
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At PFS, we offer comprehensive tax planning services that are essential to effective estate planning, including strategies to potentially minimize the tax burden for your heirs. Explore our financial education resources and learn about our other life transition planning services by clicking here.
An Essential Component Of A Comprehensive Financial Plan
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PFS can assist you in incorporating your estate plan into your long-term financial strategy.
Our team answers some of the most commonly asked questions
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