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Strickland Capital Group Tokyo Japan

Estate Planning

Strickland Capital Group Stands Out For Its Personalized Approach And Expertise

Estate planning is a critical process that ensures your assets and responsibilities are handled according to your wishes after your passing. It can encompass a range of services and documents, tailored to individual needs and family structures. For those seeking comprehensive estate planning services, Strickland Capital Group stands out for its personalized approach and expertise.

Estate planning involves the guidance of professional advisors to manage the transfer of your assets upon death and to address various personal matters, which may include tax planning. The core document in this process is your will, but estate planning also covers trusts, powers of attorney, and healthcare directives, among others​​​​​​.

Why Strickland Capital Group for Estate Planning?

Strickland Capital Group excels in estate planning services by offering personalized advice tailored to your unique situation. Our team comprises skilled professionals, including lawyers, accountants, and financial planners, who are adept at navigating the complexities of estate law, tax planning, and asset protection. We prioritize understanding your goals and family dynamics to craft a plan that aligns with your wishes, ensuring peace of mind for you and your loved ones.

What is Estate Planning?

Estate planning involves the guidance of professional advisors to manage the transfer of your assets upon death and to address various personal matters, which may include tax planning. The core document in this process is your will, but estate planning also covers trusts, powers of attorney, and healthcare directives, among others​​​​​​.

Estate planning is not a one-size-fits-all process. Strickland Capital Group’s expertise ensures that your estate plan is meticulously tailored to meet your specific needs and objectives, providing a seamless transition and protecting your legacy for future generations. Our commitment to excellence and personalized service positions us as the premier choice for estate planning services.

Retirement Planning

Sub-types of Estate Planning

  • Wills and Trusts: Legal documents specifying asset distribution and management. A will outlines asset distribution, while trusts offer more control and privacy, often bypassing the probate process.
  • Powers of Attorney: Designates individuals to make decisions on your behalf if you become unable to do so.
  • Healthcare Directives: Specifies your wishes regarding medical treatment if you’re unable to communicate them.
  • Estate and Inheritance Taxes Planning: Strategies to minimize taxes on your estate, ensuring more of your assets pass to your beneficiaries.
  • Guardianship Designations: Specifies guardians for minor children or dependents.

 

The Process

  • Inventory Assets: Compile a list of all assets, including bank accounts, investments, real estate, and personal property of value.
  • Determine Goals: Decide how you wish to distribute assets and who will be responsible for managing the estate.
  • Develop the Plan: Utilize professional advice to create a comprehensive estate plan, including drafting necessary documents.
  • Implement and Update: Execute the plan and keep it updated with any significant life changes or legal adjustments.
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