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Estate planning

What will happen to your capital assets in the event that you are no longer able to manage them yourself? How will your business be affected if you suddenly fall ill or pass away? And what kind of financial provisions have you made to support your family in the future?

While these are all difficult questions to face, it is nonetheless very important that you answer them in time. Our estate planning services provide you with the tools to do so. We will create an overview of your finances and capital, and help you ensure that they will be managed properly in the event that you can no longer do so yourself.

Koppel Services understands that you want to be prepared for anything. And thanks to our experience with estate planning, you can be sure you’ll have all the answers you need.

What is estate planning?

Estate planning covers all the arrangements you need to make to guarantee that your assets are managed and divided correctly in the event that illness, death or other life circumstances preclude you from seeing to the matter yourself. In this sense, estate planning isn’t limited to drawing up a living will or a testament – any financial, fiscal, medical and business-related agreements relevant to your situation must be recorded when planning your estate.

By covering such a broad variety of agreements, obligations and responsibilities, estate planning will give both you and your family complete peace of mind. No matter what challenges life may throw at you, your affairs will always be managed exactly as planned.

Discover our versatile services

Business services

Do you need to get your organizational processes under control? Are you facing important strategic challenges, or would you like a clearer picture of where your business opportunities lie? Koppel Services provides tailor-made professional advice.

Tax services

Do you have questions about your tax situation? The team at Koppel Services can provide you with expert fiscal advice. We give you a detailed insight into your fiscal obligations and help you find the optimal approach to your organizational taxes.

Administrative services

Does your business administration take up too much of your time? Would you like to outsource your financial reporting or administration to a qualified professional? Koppel Services has the know-how and expertise to ease your administrative burdens.

Expert advice on estate planning

Estate planning is meant to provide a clear, comprehensive answer to any questions that may arise in the future regarding your assets and your legacy. In order to achieve the necessary level of detail and certainty, the process can become quite involved and complicated. That’s why it’s always wise to work with an advisor who has the experience and expertise necessary to deal with the challenges you will encounter along the way.

Luckily, the experts at Koppel Services are perfectly suited for the task. We offer an exhaustive overview of fiscal and financial services and our specialists are always happy to help.

Do you have questions about estate planning, and would you like to discuss them with our team? Contact Koppel Services and set up an appointment today.

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