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Risk & Investments

Planning.

“Turn your words into wisdom.”

Oprah Winfrey

Wills and trusts, drawn with the legal team of Vision Trusts — so that your estate passes according to your wishes rather than a court’s timetable.

Wills & trusts

01 · Wills

It is critical for every person to have a will.

It is critical for every person to have a will. Together with the legal team of Vision Trusts we make sure that your will is legal and executable according to your wishes.

What intestacy means

Dying without a legal will may lead to intestacy which means that the distribution of your estate at death will be overseen by a probate court which might take years to finalize.

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02 · Trusts

A legal structure that holds assets.

A trust is a legal structure that is used to hold assets, for various legal and tax reasons. It may benefit you to hold assets in a trust rather than in your personal name. Vision Private Wealth together with the legal team of Vision Trust will help you to establish and manage a trust during your lifetime as part of the estate planning process, or to protect assets for future generations.

What a trust is for

01

During your lifetime

Established and managed as part of the estate planning process.

02

For future generations

Or held to protect assets beyond it.

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Put your wishes beyond doubt.

An advisor will take you through a will, and where it fits, a trust — with the legal team of Vision Trusts.

Speak to an Advisor