Safeguarding your valuable assets needs to be planned for well in advance. Since it is impossible to know when you will pass away, it is something that needs to be put in place at the earliest opportunity.
Acuma LLC understands the complexities of estate planning and will writing and we are determined to make this process easy for you, to help you protect your loved ones and your own wishes.
Moreover, the earlier you make the necessary arrangements, the greater your chance of taking full advantage of the tax opportunities available and thereby maximising the amount that goes to your beneficiaries.
At Acuma, we can assist you with the following estate planning areas:
• Help with drawing up and recovering your will
• Making full use of exemptions and lower tax rates on lifetime transfers
• Optimising lifetime transfers between spouses
• Transferring assets into trust
• Arranging adequate life assurance to cover potential inheritance tax liabilities
For a free no obligation consultation, contact Acuma today!