Estate planning
for you
With a fresh perspective on gift and inheritance law, our tax experts help you as an entrepreneurial individual with your estate planning.
- Save inheritance and gift tax through the right tax strategy.
- Ensure the continuity of your business, get it right now!
- We provide peace of mind, including for your loved ones.
Financial planning for your legacy
Estate planning is a crucial aspect of financial management that involves arranging the disposition of your assets in the event of death or incapacity. This starts while you are still alive by mapping out your assets, reviewing your will and prenuptial agreement, drafting a gift plan if necessary and coordinating all these aspects. The aim of estate planning is to ensure that your wishes are respected and that there is no ambiguity, disagreement or incompleteness in the settlement of your estate. Effective estate planning therefore includes many legal, financial and tax considerations that need to be taken into account. Our expert tax experts can help you with this. In this way, you will soon save on inheritance tax and gift tax.
Who is estate planning for?
Estate planning is for anyone who has something to leave behind. Whether you have a large asset, your own business, your own home or savings. Estate planning can help you save substantially on gift and inheritance tax. Keep in mind that the larger your assets and the more complex your financial (limited company) structure, the greater the tax importance of estate planning.
“Invest in your future: make wise financial decisions today for a successful tomorrow.”
Henry Ford
Frequently asked questions about estate planning
Find answers to frequently asked questions from individuals about estate planning here.
An estate planner is a professional adviser who helps plan and manage a person's estate. Estate management is a complex process and requires careful planning and strategy so that you can be sure that your estate is left to your loved ones the way you want it. An estate planner can help you draft a will, set up a foundation or trust, make donations and prepare powers of attorney and medical certificates. In short, an estate planner offers you peace of mind that your estate is in good hands and that you can be confident that your wishes will be followed when you are no longer around.
If you are thinking about planning your estate, you may be wondering about the cost of an estate planner. Our advisers' fees vary depending on several factors, including the complexity of your financial situation and the size of your estate. We can work on an hourly basis (from €125 per hour) or on a project basis. Please contact us for further information.
Estate planning and estate planning are terms that are often used interchangeably, but there is a difference between the two. Estate planning focuses specifically on managing and transferring assets after death, while estate planning has a broader scope and also takes into account issues such as taxes and financial goals in life. We can help you with both. Contact us for more information.
Briefly, it is a clause in a will stipulating how the estate should be distributed if there are not enough assets to pay all heirs their legal share. With the help of a bequest, heirs can still get a share of the estate.
What clients say about estate planning
From start-ups, to DMSs and individuals. Read more about their experiences with our tax advisers.
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Reviews from satisfied clients
Have an estate plan today?
Let's get in touch.
Ready for financial security and a worry-free future?
- +31 6 53 18 71 56
- info@strataego-advies.nl
-
Stratumsedijk 6
5611 ND, Eindhoven (NL)
