Estate Planning

Inter-Generational Transfers & Asset Protection

EQ Financial advisers can explain and implement optimal structures to deal with estate planning, asset protection and asset transfer structures.

A complete financial strategy should include specific plans to deal with the transfer and protection of wealth. An up-to-date will is a critical starting point, and needs to properly reflect your wishes while adequately reflecting your asset and liability ownership structure. Enduring Powers of Attorney and testamentary trusts are very useful asset protection and estate planning tools and we will be able to help you to determine if they are suitable for your situation.

Asset protection structures coupled with insurance addresses risk which may arise from personal or business activities. In addition it may be structured in consideration of financial assistance to family members.