Estate Planning Services
At Sankshine, we understand that planning for the future is one of the most important steps you can take to protect your loved ones, preserve your wealth, and ensure your wishes are respected. Our team of estate planning professionals and legal partners guide individuals and families through wills, trusts, and comprehensive estate planning solutions with clarity, compassion, and precision.
Whether you are looking to create a basic will, set up a trust for asset protection, or develop a long-term estate plan, we are here to help you navigate the complexities and build a plan tailored to your needs.
Wills & Trusts – Key Estate Planning Tools
✦ Wills
A will is the foundation of any estate plan. It ensures your assets are distributed according to your wishes and appoints guardians for minor children.
– Straightforward to create and update
– Comes into effect upon death
– Subject to probate (a court process that validates and executes the will)
✦ Trusts
Trusts offer greater control, privacy, and flexibility in managing your assets. They can be established during your lifetime or at death, depending on your needs.
– Can bypass probate, leading to quicker and more private asset distribution
– Useful for managing assets for minors or dependents
– Provide potential tax and creditor protection benefits
📍 Key Difference: Wills become public record through probate, while trusts typically remain private and allow assets to transfer more seamlessly.
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Comprehensive Estate Planning Services
At Sankshine, our estate planning solutions go beyond just drafting documents. We help you create a holistic plan that safeguards your legacy and provides peace of mind.
✦ Our Services Include:
– Will Preparation – Clear instructions for distribution of assets and guardianship planning
– Trust Creation & Management – Revocable, irrevocable, and testamentary trusts tailored to your needs
– Probate Planning – Strategies to minimize probate costs and delays
– Tax-Efficient Estate Strategies – Coordinated with our in-house CPAs to reduce estate taxes
– Asset Protection Planning – Structuring trusts to shield assets from creditors and lawsuits
– Cross-Border & International Estate Planning – Guidance for individuals with assets in multiple countries
– Ongoing Review & Updates – Ensuring your estate plan evolves with life changes (marriage, divorce, children, new assets)