Estate Planning

Estate Planning allows to protect wealth and transfer it to future generations. Our Trust Services offer a broad range of strategies and products to seamlessly transfer assets to the next generation according to client's wishes, and continue their legacy.

Client's Benefits:

• » Preserve family businesses for future generations
• » Adapt plans to changing family circumstances and avoid disputes
• » Minimize taxation for NRI families with world-wide assets

A significant aspect for families is to ensure a smooth and efficient transfer of wealth and assets to successive generations, while avoiding negative financial consequences to the family fortune.

FinSage provides the right expertise to ensure streamlined estate and trust planning, articulating the family's long-term goals, for the present generation and beyond.

FinSage Estate planning services offers:

• » Reviewing existing estate documents
• » Will preparation; providing tax-effective strategies
• » Trust formation and management
• » Advisory services on mentoring closely-held companies
• » Executor role as family associates