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WHAT IS IN AN ESTATE PLAN?

WHAT IS IN AN ESTATE PLAN?
WHAT IS IN AN ESTATE PLAN?

 

An Estate is simply all the assets an individual owns, anywhere in the world, including but not limited to:

  1.  Landed properties, house, or any other real estate.
  2. A company or business
  3. Stocks and Shares
  4. The full value of retirement accounts
  5. The full value of bank accounts
  6. Life insurance policies
  7. Cars, Boats, Jets, Helicopters
  8. Any property owned by a trust, over which an individual has a significant control

To learn more about our Estate Planning services, kindly vist our website www.fcmbtrustees.com or send us an email: fcmbtrustees@fcmb.com

 

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