What are your last wishes? What do you want for your loved ones? What will be your tax burden on death? Thinking of your beyond is inevitable. Planning it well will allow you to facilitate the transition and ensure the financial security of your loved ones.
Here are some of the things that can be covered:
A review of your last wishes (will or other) will be made, followed by a discussion to ensure that your current wishes are understood are able to adapt over time.
Depending on your situation, its complexity, and your specific needs, your Vigilis planner will work with your professionals, or failing that, those who have been referred to you. Accountants, notaries, tax specialists, lawyers… collaboration will be ensured between the various service providers.
Let our Vigilis financial planners guide you to ensure an efficient and harmonious transfer of assets, in accordance with your wishes!
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