Articles

ESTATE PLANNING

ESTATE PLANNING

Estate planning is a legacy you will leave for your loved ones. It is something that needs to be planned for well in advance and since none of us know when we will die it is something that needs to be put in place at the earliest opportunity.

The earlier you make the arrangements, the greater your chance of taking full advantage of the tax opportunities available and thereby maximising the amount that goes to your beneficiaries.
 
WE CAN ASSIST WITH THE FOLLOWING ESTATE PLANNING AREAS

  • Making full use of exemptions and lower tax rates on lifetime transfers
  • Optimizing lifetime transfers between spouses
  • Transferring assets into trust
  • Arranging adequate life assurance to cover potential inheritance tax liabilities & retirement income shortfall.

Contact Us

PT. Equatorial Management Consulting Services
Graha Simatupang Tower II B 2nd Flr
Jl. TB Simatupang Kav. 38
Jakarta 12540
Phone. (6221) 29712776
Fax.      (6221) 29712778
Email:    admin@jiibfinancial.com