January 11, 2023
Why should your children have to wait to receive their inheritance if you are in a position to give them a large portion of it now? You and your spouse have enough money for retirement and would like to see your children and grandchildren enjoy life and make the most of the wealth you have worked hard for over the years. However, there are a lot of questions you need to ask yourself: who gets what, who gets the family home? Should your children or grandchildren receive a larger inheritance? And can a special solution be found for your child who has a problem managing their money.
Matrix Estate Planning, together with a network of external specialists, can help you navigate through the many problems that can arise when considering a succession plan to be executed during your lifetime. We make sure that your gifts are made in the most tax efficient way, we take the time to clearly understand your personal and financial situation, develop a strategy with you and then support you in all aspects of its implementation.