Lawford Investment - Estate & Tax Planning

The main mission of Lawford Investment is to implement an investment strategy aimed at supporting the structuring of your wealth projects.

At Lawford:
We advise you by:
• Carrying out a wealth study in order to analyze your legacy to
(Any inconsistencies and establish an action plan in terms of wealth organization).
• Analyzing your global situation through essential steps to define a relevant management strategy.
• Determining the value and the nature of your assets, to better identify your needs, and then to set the objectives together.
• Setting up an optimal wealth organization along with legal and tax consultancy.

Estate planning is crucial, Without careful planning:
Your estate tax bill could reach colossal amounts
The relationships between the beneficiaries of your estate could turn into conflict
Therefore, an effective tax and estate plan is an integral part of the financial planning process.

To stay in control of your estate, we suggest you to take the following five steps:
1-setting your estate planning goals.
2-Identifying the best tools that suit your situation
3-Choosing the people you want to represent you
4-Discussing details with your family
5-Keeping your estate plan up-to-date

For business leaders it is not straightforward to make the right choices in an arbitration agreement and therefore: Lawford team helps you to get tailored advice from experienced international arbitration lawyers all the way from contracts drafting stage to the resolution of any disputes.

As life progresses and goals shift, the estate plan should shift in line with new goals. This is why it’s important to seek legal and financial advice as you plan your estate.



"Invest with care, Grow with passion"

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By: Lawford Investment
Title: Lawford Investment - Estate & Tax Planning
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