The document outlines essential steps for creating an estate planning strategy that ensures the distribution of assets according to an individual's wishes while safeguarding their family's future. Key actions include assessing wealth, choosing suitable structuring options, engaging family members, and understanding legal and tax implications. It also emphasizes the importance of long-term planning and the incorporation of charitable giving into estate plans.

1. CREATING AN
ESTATE
PLANNING
STRATEGY:
KEY STEPS
ESSENTIAL STEPS TO CREATING AN
ESTATE PLAN THAT ENSURES YOUR
ASSETS ARE DISTRIBUTED
ACCORDING TO YOUR WISHES AND
PROTECTS YOUR FAMILY'S FUTURE.
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2. WHERE TO
START
1 3
2 4
Assess your
wealth and
make an
inventory.
Consider
available wealth
structuring
options for
specific asset
classes.
Align options
with present and
future wealth
planning goals.
Identify
potential threats
to your wealth
during and after
your lifetime.

3. Creating a comprehensive framework for
wealth preservation and transfer.
Utilizing specific arrangements and
vehicles such as trusts, foundations, and
life insurance policies.
Diversifying estate planning approaches
for optimal results.
THE TARGET

4. FAMILY
INVOLVEMENT
Engaging your family members in the
estate planning process will ensure
awareness and alignment of goals.
This will build the basis for generational
wealth transfer and preservation.

5. LONG-TERM
PLANNING
Start early with estate planning.
Conduct an ongoing wealth planning
analysis.
Regularly review and adjust the plan.

6. LEGAL AND TAX
Understanding the legal and tax
implications of estate planning
arrangements.
Ensuring compliance with local and
international laws.
Considering tax liabilities for beneficiaries.

7. CHARITABLE
GIVING
You can incorporate charitable goals into
your estate plan.
Trusts or foundations are ideal vehicles
for charitable giving and aligning
philanthropy with your values and legacy.
And you can even reduce the tax burden.

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WHAT ELSE
SHOULD YOU
CONSIDER?
The impact of family dynamics
Tight liquidity situations
Business succession planning
International scenarios
Political and economic risks