ESTATE PLANNING

The phrase « organizing the transfer of one’s wealth according to personal wishes » underscores that the starting point of any estate plan is the client’s will. GBI-Holdingsa.com recognizes that each individual has specific desires regarding the distribution of their assets after their passing. This may include:

• Designating Beneficiaries: Choosing who will inherit which assets (spouse, children, other family members, friends, charities, etc.).
• Distributing Assets: Determining how different types of assets (real estate, bank accounts, investments, businesses, valuables, etc.) will be distributed among the beneficiaries.
• Setting Specific Conditions: Establishing conditions or terms for inheritance, for example, a minimum age for receiving certain assets or the creation of trusts to manage assets for the benefit of minor or special needs beneficiaries.

The following sentence, « We help our clients structure this transfer smoothly, fairly, and in a tax-efficient manner, » details how GBI-Holdingsa.com assists its clients in this complex process:

• Smooth Structure: Ensuring that the transfer process proceeds without unnecessary complications, by anticipating administrative procedures and facilitating interactions with various stakeholders (notaries, lawyers, tax authorities).
• Fairness: Helping to structure the transfer in a just and balanced manner among the beneficiaries, taking into account the client’s wishes and any potential family complexities.
• Tax Efficiency: Implementing strategies to minimize the tax impact on the transferred wealth, allowing beneficiaries to receive a larger portion of the inheritance.

Finally, the description highlights the long-term benefits of well-executed estate planning:

• Ensuring Asset Longevity: Careful planning can help protect assets against future risks (e.g., creditors) and ensure their sustainability for future generations.
• Preventing Potential Family Conflicts: By clarifying the deceased’s intentions and organizing the estate in a transparent and equitable manner, the risk of disagreements and disputes among heirs is significantly reduced.