- Financial Planning
- Financial Planners
Estate planning is a critical parameter for the financial future of the entire family. The Financial Planner acts, according to the wishes of his customer. This is done to ensure that the assets of the customer will be distributed in the right way to the designated heirs, that all relevant taxes and charges will be reduced to the minimum and that the immovable property, in whole or in part, will remain in the family.
Estate planning is one of the main components of financial planning. Financial Planner’s advice regarding the customer’s property planning can reduce income taxes, contribute to a comfortable retirement and ensure the care of children or elderly parents.
The Financial Planner will help to carry out the wishes of his customer even when he’s gone from life. Most people assume that have enough time to arrange their property planning. Most people do not want to think about death – particularly their own. This is the biggest obstacle to property planning because it has to deal with issues that people do not feel easy to talk about: behaviors and feelings about death, ownership of property, business ownership change or family relationships.
All people need Estate Planning without it; a large part of the assets may be lost to taxes. With the right Estate Planning customers get away with time, money and stress. An experienced Financial Planner can help to better tackle with property related problems and people don’t have to wait until it is too late.
For more information about the ways in which the Estate Planning can help you, contact a Financial Planner of HFPA.
The Hellenic Financial Planners Association (HFPA) can supply you with a list of Financial Planners in your area. Financial Planners, who belong to HFPA, meet superior standards of quality and professionalism..