Building Not Just Wealth, But Continuity
True wealth planning goes beyond building assets—it’s about protecting what you’ve created and thoughtfully passing it on to those who matter most. Estate planning helps you prepare for life’s uncertainties, ensuring your wealth is protected, your wishes are honored, and your loved ones are cared for with clarity and confidence.
At Aureva, we understand the profound importance of legacy preservation. We help you build not just wealth, but continuity through thoughtful planning and expert implementation—protecting your loved ones and safeguarding your legacy for generations to come.
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Estate Planning Is for Everyone
Whether you’re building your first portfolio or managing generational wealth, estate planning provides essential protection and peace of mind. Every family needs a clear strategy to address critical questions about the future.
Asset Distribution
Determine how your property and investments will be distributed according to your wishes
Inheritance Clarity
Specify who will inherit what, preventing family disputes and legal complications
Incapacity Management
Designate trusted individuals to manage your affairs if you become unable to do so
Obligation Settlement
Ensure debts, taxes, and other obligations are properly addressed and resolved
Comprehensive Estate Planning Tools
Every instrument in your estate plan plays a vital role in protecting your legacy. Here’s how each tool works to secure your family’s future and honor your intentions.
1
Will
A legal document that outlines how your assets should be distributed after your death and who should manage the process, providing clear direction for your estate.
3
Power of Attorney
Authorizes someone you trust to make financial or legal decisions on your behalf if you’re unable to do so, ensuring continuity in managing your affairs.
5
Nomination
Ensures your chosen person receives proceeds from financial instruments (like insurance, mutual funds, or deposits) quickly and smoothly, bypassing probate delays.
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Gifts
Transferring assets during your lifetime to reduce future estate complications or taxes, while providing immediate benefit to loved ones.
2
Trusts
Legal structures that hold and manage assets for the benefit of specific people (such as children or dependents), offering control, privacy, and tax efficiency.
4
Living Will / Advance Medical Directive
States your healthcare preferences in case you become critically ill or incapacitated, ensuring your medical wishes are respected.
6
Joint Ownership
Allows family members to co-own assets for easier access and transfer upon death of one holder, simplifying the transition of property.
8
Guardianship Arrangements
Appointing trusted individuals to care for minors or dependents in case of your early demise, ensuring their wellbeing and security.
Ready to secure your legacy? Contact Aureva today to begin crafting your comprehensive estate plan with our experienced wealth advisors.