Protecting your legacy

Our professional expertise will ensure that your wealth is passed on to your loved ones or organizations you name.

Estate planning

It is vital to develop a plan that specifies in detail how your assets are to be distributed upon your death, or to be managed in the event you become incapacitated and unable to make sound financial decisions.

Why is estate planning so important?

National and local governments are fully aware of the potential tax windfall from inherited assets. Legislation empowers them to take a significant slice of your financial pie and the larger your estate, the bigger the slice they can take.  So-called “death taxes” can decimate an estate unless a careful strategy is developed.

Townsend Cole Group professionals are experts at showing you how to use completely legal methods to “ring-fence” your wealth, keeping as much of it as possible off-limits to government revenue collection services.

How we help

Townsend Cole Group can provide assistance in many areas to make sure your estate flows to your heirs and not to the government:

  • Managing seamless transfer of your assets
  • Ensuring that dependents are provided for
  • Setting up insurance policies
  • Establishing flexible trusts that “ring-fence” your estate, while maintaining full tax compliance
  • Providing guardianship and power of attorney services
  • Appointing estate executors
Man with financial growth concept

Financial Planning

We develop a comprehensive investment plan to achieve your goals.

Calculator lying on telephone bill close up

Brokerage

Townsend Cole Group gives you access to global financial markets with professional guidance.

Businessman in conference meeting portrait

Our Services

Townsend Cole Group provides several options for employing our market-beating performance strategies.