Private Wealth & Estate Planning
“Don’t put off until tomorrow what you can do today. Tomorrow never dies, but people do.”
Succession planning is not only vital in safeguarding wealth that has been built up over a lifetime, it is also crucial in ensuring business continuity for the next generation. Here at Kalco, we offer a complete 360 approach to managing your wealth and protecting your assets. With extensive experience, you can rest assured that your estate and assets will be well managed as we walk through this planning and preparatory process with you.
In the event that you are faced with the loss of a loved one or have been appointed as an executor/trustee in the administration of an estate or asset distribution, we are also able to assist in the extraction of grants or letters of administration or probate. In the event of any disputes or contentious matters, we are well-equipped to work with you in establishing your rights.
Our experience in Private Wealth & Estate Planning matters includes (but is not limited to) the following:
- Will drafting
- Applications for Lasting Power of Attorneys (LPAs)
- Extraction of grants or letters of administration or probate
- Deputyship applications
- Contentious estate and trust matters
- Setting up and management of Trusts