ESTATE PLANNING

Wills and Trusts
A well-structured will or trust forms the foundation of any estate plan. We help you create clear directives for asset distribution, ensuring your wealth is transferred according to your wishes. Trusts also offer additional benefits, including tax efficiency, asset protection, and simplified wealth transfer.

Asset Protection
Shielding your assets from potential risks—such as creditors, lawsuits, and excessive taxation—is essential for preserving wealth. Our tailored asset protection strategies ensure your financial security and safeguard your legacy for future generations.

Minimising Estate Taxes
Without careful planning, estate taxes can significantly reduce the value of your inheritance. We develop tax-efficient estate strategies to help you preserve more of your wealth for your loved ones.

Business Succession Planning
For business owners, estate planning ensures the continuity of your company after your passing. We work with you to establish a smooth transition strategy, protecting the business you’ve built while securing the future of your family and employees.

Power of Attorney & Healthcare Directives
Estate planning also prepares for unforeseen circumstances. We help you set up powers of attorney and healthcare directives, ensuring that trusted individuals can manage your affairs and make decisions on your behalf if needed.

Charitable Giving
If philanthropy is part of your legacy, we offer strategic charitable giving solutions, including trusts and donor-advised funds, allowing you to support meaningful causes while benefiting from tax advantages.

Protect Your Legacy with Mitchell International Wealth

At Mitchell International Wealth, we provide personalised estate planning solutions to ensure your financial security, protect your loved ones, and uphold your legacy.

Let us help you secure your future.