Will and Trust
Safeguarding Your Legacy
Here is a quick overview of Will & Trust to get you started...
Wills and trusts are like the architects of your financial future.
Wills:
Purpose: A will is your voice beyond the grave. It outlines how your assets (money, property, heirlooms) should be distributed after you’re gone.
Beneficiaries: Specify who gets what.
Executor: Appoint someone to carry out your wishes.
Guardianship: Decide who cares for minor children.
Remember: Update your will as life evolves—new family members, changing assets, or even a newfound passion for llama farming.
Trusts:
Purpose: Trusts are like secret vaults. You (the grantor) place assets inside, and a trustee manages them for beneficiaries (your loved ones).
Flexibility: Trusts come in flavors—revocable, irrevocable, living, testamentary. Each serves a purpose: tax efficiency, privacy, or even pet care (yes, pet trusts exist!).
Benefits: Asset protection, avoiding probate hassles, and strategic wealth transfer.
Fun Fact: Trusts can outlive you—like a financial legacy that keeps on giving.
The will and trust products are offered through HGI's (Hegemon Group International) tie-up with NetLaw Group, Inc. The entire process is done online making it a seamless and smooth process. Please enquire with us for attractive pricing.