Yorkville uses its in-house expertise to develop and implement a personalised estate plan to help ensure your goals for your estate are achieved. We leverage our relationships with external specialists and welcome the involvement of service providers with whom you have a pre-existing relationship. As part of your estate planning team, Yorkville can help guide you through the estate planning process and provide you with the necessary financial products and services to achieve your needs.
Estate & Trust Planning
The generational transfers of wealth and final contributions to society through charitable bequests are essential considerations in an individual’s life. Without proper estate planning, a significant portion of your assets could be unnecessarily lost to taxation, estate administration fees, and probate fees, reducing your ability to leave a lasting legacy for loved ones and worthy organizations.
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