Carey Suen has a long and varied experience in providing expert financial counseling services to its clients. Today, their range of products and services is broader than ever including Legacy Planning and Model Portfolio Services.
Carey Suen has a holistic approach to estate planning which would include writing your will; ensuring that your assets are inherited by the right people. Also, they include making sure that your minor children are left in the right hands should you and your partner not return home to them.
Estate Planning also incorporates understanding the financial effect of your demise which could include inheritance or capital gains taxes, restrictions on distribution depending on the country you hold assets in, when the assets can be distributed and above all the benefits of trusts and trust planning.
It is not difficult and once you have done it, you have peace of mind for you and your family.
Tel: +852 2542 2285
Fax: +852 2328 2663