Estate & Inheritance
Bloodline Planning
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Client Services
Bloodline planning is a long-term estate plan aimed at the future well-being of one’s family’s wealth and assets. As a Wills & Probate Specialist Accountant, I would work in conjunction with my clients to implement bloodline planning; this ensures that their assets are protected and channeled down to their named beneficiaries in a tax-efficient and legal manner.
The overall objective of bloodline planning is to reduce as much as possible the inheritance tax and other potential threats to the family wealth—including divorce creditors and disputes among beneficiaries. Indeed, this often includes the use of trusts or other estate planning structures, which provide for asset protection and allow the grantor to control how and when the wealth is distributed.
I help clients identify goals and family dynamics to craft a customized bloodline planning strategy for their unique needs and circumstances. This may include the establishment of a range of tools such as discretionary trusts, family limited partnerships, or other vehicles designed to preserve wealth and mitigate associated tax liabilities.
Throughout the course of bloodline planning, I will advise you fully on all the legal and taxation issues involved and will always advise you fully, including all the different types of estate planning strategies. This includes inheritance tax planning; mitigation of capital gains tax; and the use of exemptions and reliefs that are currently available under tax laws.
I work with clients in reviewing and updating their estate planning arrangements from time to time on a regular basis so that they remain effective and reflect their changing needs and wishes. The need for it arises from amendments in tax laws and the dynamics of the family and client financial sites.
I help my clients empower the protection of their family wealth and family legacy for future generations using bloodline planning, tax law, estate planning, and effective strategies in probate matters. In doing so, I give peace of mind and the confidence that all of the assets will be conserved and transferred to loved ones as per their plans.