Prime Yourself to Secure Your Future & Legacy
In our goal is to help our clients build, grow, and protect their wealth with confidence, we are proud to announce our partnership with Yellow, introducing specialised estate planning services.
This collaboration will empower you to invest wisely, securing not just wealth, but a prosperous future for your loved ones.
What is estate & succession planning & why is it important?
Without a well-defined plan, families may face prolonged legal disputes, and businesses may struggle with leadership voids, affecting stability and growth.
Effective succession planning not only preserves wealth and legacy but also provides peace of mind, knowing that loved ones or business stakeholders will be cared for and guided by trusted individuals in the future. Ultimately, it’s about protecting what’s been built and safeguarding it for generations to come.
Part of this process is Will writing, which lets you clearly state who will inherit your belongings. Estate planning often also includes Trusts, which are helpful tools for passing on assets in a way that can protect them from taxes or family disputes.
Who Should Consider Succession Planning?
Succession planning isn’t only for the elderly or wealthy—anyone who owns property or wants to provide for their family should consider it.
It’s especially important for:
- Anyone who wants to make sure their assets go to the right people, without confusion or delays
- Parents who want to ensure their children have guardians
- Business owners who need a plan for who takes over
What is a TRUST?
- A Private Trust (or Family Trust) is a separate legal entity that holds assets for the benefit of the Beneficiaries.
- It is an advanced estate planning tool that provides significant advantages, ensuring seamless asset management, enhanced privacy, and the ability to protect and provide for your loved ones in a structured manner.
- A Trust can provide more control than a Will over the distribution of income from assets, timing and conditions of asset sale, in addition to key benefits like consolidation of assets, seamless transmission, incapacitation planning, minimising estate taxes, and avoiding probate.
What is a WILL?
- A Will, often referred to as a "Last Will and Testament," is a legal document that outlines your wishes regarding the distribution of your assets and the care of your dependents after you pass away.
- A Will serves the following key functions.
- Communicates your wishes regarding distribution of your assets to your loved ones.
- Provides clarity on the list of assets held to ensure your money doesn't end up in unclaimed accounts. Reduce the chances of disputes and prevent legal battles among family members.
- Enables you to make key decisions regarding who should be the Guardian of your minor children, and Executor of your estate, among other things.
Primedin Advantage with Yellow Partnership
Enjoy Exclusive Offers on Yellow Services through Primedin Wealth!
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Wills
Easily create your Will from the comfort of your own home tailored to your needs.
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Trusts
Customised solutions with enhanced asset protection, flexible distribution options, and expert guidance.
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Smart Asset Transfer
Start planning now to ensure seamless asset transfer to your loved ones after you are gone.
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Post Demise
We offer services to help families with the transfer of a loved one's assets, including life insurance, pension, and both movable and immovable property.
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Value-add
Access expert support, from legal consultations to drafting documents like Power of Attorney and Gift Deeds.
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