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Estate Planning Bermuda Wealth Management

Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the... more +
Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the disposition of assets, guardianship of minor children, and appointment of representatives to make medical and financial decisions. Effective estate planning can decrease tax liability and facilitate the probate process.  less -
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Green and Charitable Legacies: Making a Meaningful Impact Through Your Will

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As environmental challenges and social responsibility become increasingly prominent, many individuals are choosing to align their estate planning with their personal values. One of the most powerful ways to do this is by...more

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It’s About Time: Bermuda’s Approach to the Rule against Perpetuities

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Disapplying the perpetuity period of a trust can allow deceased settlors to extend their influence down many future generations, almost indefinitely. However, the hand of the deceased settlor can be seen as benign and...more

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