Who Needs
Legacy Planning?
No minimum wealth. No required nationality. No age gate, no marriage certificate, no children needed. If you have people you love or you’d fight for — you have reason enough. Start where you stand. We’ll meet you there.
Why Legacy Planning Matters?
It’s not about how much you own. It’s about who you love.
Life Is Full of “What Ifs.” A Plan Handles Them All.
Without a plan, small details turn into big problems:
- Minor children?
Who raises them? Who pays for food, school, clothes? - A loved one with lifelong needs?
Special care, medical funds, daily support — all at risk. - A pet at home?
Who feeds them? Who covers vet bills? - Property overseas?
Foreign laws, taxes, and red tape can freeze assets for years. Heirs wait. Value shrinks. Costs pile up.
With a solid estate plan:
- Assets go exactly where you want — no surprises.
- Loved ones (and pets) stay cared for, not caught in limbo.
- Taxes and fees are minimized, not maximized.
- Government gets zero if no heirs exist.
Planning is about control, care, and peace of mind.
Cover Every Angle
What Happens Without a Plan?
One of the biggest risks? Family ties break.
Close relatives can end up strangers, fighting over what’s left.
Other real risks include:
- Your spouse could be misled or remarry — and assets meant for your children go elsewhere.
- Ungrateful children who ignore your values or cut off siblings.
- Kids losing money to bad investments, scams, or poor decisions.
- Life shocks — job loss, divorce, unexpected taxes — eating into the estate.
- Worst of all: your wealth ending up with people you never chose — or even the government.
A clear estate plan stops this. It protects your money and your family.
Keep Your Family Whole
Young Parents, Plan Now
Children open your heart in ways nothing else can.
As parents, you’re also the family’s backbone.
Planning isn’t just about dividing assets — it’s about making sure your children are cared for, no matter what.
Being young does not mean being low risk.
Accidents, sudden illness — these can happen at any time. Most young parents don’t expect them.
Without a plan:
- Your estate goes through a legal process that may not reflect your wishes.
- A child’s share can be frozen until they turn 18, or managed by someone else — leaving little for daily needs like food, clothes, or school.
- If no guardian is named, a court decides who raises your child. That choice may not be who you’d want, and it can spark family conflict.
- Probate takes months or years. Legal and admin fees add up. In the meantime, the money your child needs isn’t available.
With a plan:
- Funds flow quickly to cover living and education costs.
- You choose the guardian — someone you trust completely.
- Your intentions are clear, reducing stress and disputes.
Planning ahead removes uncertainty.
It lets your children grow up secure, supported, and loved — even if you’re not there.
Start Your Family Plan
What Counts as Your Estate?
Your estate is everything you own that holds value — not just money, but the things that tell your story.
Real Property (things that don’t move)
- House
- Apartment
- Commercial building
- Land
Personal Property (things that do)
- Car
- Bank and investment accounts
- Jewellery
- Art and collectibles
- Cryptocurrency and digital assets
- Personal items with sentimental value
After settling any debts, taxes, and fees, what remains is distributed according to your will — or, if there’s no will, by law. A clear plan ensures your wishes are followed and your loved ones are cared for.
Start Listing Your Assets
How to Build Your Legacy Plan?
Legacy planning is about preparing in advance so your wishes are honored—even if you can’t speak for yourself later. It’s not just about money. It’s about making sure the people (and causes) you love are protected, no matter what.
When do you need it? Two key moments:
- If you lose capacity — stroke, coma, severe depression, dementia, Parkinson’s, etc.
- After you pass away.
In both cases, a plan keeps you in control of your assets and decisions.
How it works (simple steps):
- List what you own — home, savings, investments, digital assets, personal items.
- Name who matters — spouse, children, parents, friends, your love ones, charities.
- Choose your guardians — for minor kids or pets.
- Pick your decision-makers — who handles finances or health if you can’t.
- Work with a professional — to create wills, trusts, and powers of attorney.
- Review regularly — life changes; your plan should too.
Result?
- Your voice stays heard
- Your family stays supported
- Your love keeps working — long after you’re gone
Legacy planning is about care that lasts.
Begin Your Plan Today
