Inheritance and Legacy Planning

Inheritance and Legacy planning can be a daunting prospect for many people, but it doesn’t need to be so. Asiom Infinity Capital will help you prepare a multi-generation legacy that ensures your plans are carried out according to your wishes, and the maximum amount available is passed on to your beneficiaries. As with retirement planning, starting the groundwork for inheritance and legacy planning is something that can be much more effective the sooner you begin. Building a legacy can take a lifetime, but taxes can wipe out vast swathes of accumulated wealth overnight if not your estate is not organized correctly.

A Will is the first step for any inheritance and legacy plan but also needs regular updating to reflect life changes such as marriage, divorce, and the birth of children or grandchildren. A more comprehensive inheritance and legacy plan will ensure you pass on the maximum amount of wealth to beneficiaries through the effective use of trusts, gifts, donations, and other available vehicles.

At Asiom Infinity Capital, we appreciate that starting to plan early plays a vital role in protecting the wealth of spouses and loved ones as well as future generations.

Some of our peers are content to merely hand off this responsibility to attorneys, but we prefer to work hand in hand with your legal advisers to ensure we both have an understanding of the total picture and can incorporate your wishes into our wealth planning, and your legal advisers are fully au fait with what is in place with your investments and other arrangements so they can be integrated in your Will and other plans.

In addition to minimizing taxes, inheritance and legacy planning is also about control. It is about control of the management and dispersal of assets during your lifetime and beyond, for yourself, for your loved ones, and for future generations to come. With proper inheritance and legacy planning, you can control the “who, what, when and how” when it comes to the dispersal of your assets, commanded by the “why,” which is based on the goals, objectives, and most importantly, your values. It enables you to control who will receive which assets at what time, which can be especially useful in the case of making minors wait to inherit until they attain a specific age.

It also ensures that your intentions and wishes are carried out in a way that you choose, and can reduce arguments and friction between family members that can occur when no specific arrangements are in place.

Whether it’s creating tax-efficient trusts for the transfer of wealth or executing ways to protect and increase the value of your assets in your estate, we help you to implement a practical plan that is tailored to your requirements – a plan that will produce both peace of mind and a lasting legacy for your family, those you care about and other beneficiaries.