Your estate must be clear for your closest people. The inheritance can generate critical moments in them.

A heritage plan seeks to preserve
as many benefits as possible for individuals.

The estate plan is the process by which a person or a family consider alternatives and the most effective way to make legal arrangements, requirements, an others when you die, and you probably want to control how those things are given to the people or organizations you care most about. A patrimonial plan is more than a simple testament. A good estate plan considers your car, home, another real estate, checking and savings accounts, investments, life insurance, furniture, personal possessions and the corresponding taxes.

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The plan could be complex or very simple reflecting your personal needs.

 

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Everyone can decide when to think about it.

For us the best moment is now, when we have the time for evaluate what you need to plan, considering the different circumstances, specially to protect your assets and family wealth from the beginning.

Patrimonial Protection

Everything that has worked has been to build a stable future for you, that is, you have acquired your house, land or feed have an additional property to which you have today; eventually your estate will be for your family.

In the financial part, the patrimonial plan coordinates what will happen to your house, your investments, your company, your life insurance, your employees and other properties in case you are incapacitated or die.

In the personal aspect, a good patrimonial plan must include information about the medical treatments, the donation of the organs, the last will, how your body is disposed of, etc.

ep mpc benefit 1

Financial solution that protects your assets.

 

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Secure the future of those you love the most.

 

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It covers all expenses and patrimonial taxes.

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With a presence in many countries around the world, MPC continues to offer complex gamma of services thanks to our clear vision, maintained values, and our people.

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MPC SWITZERLAND AG © Copyright 2019
is part of Montbrun Private Capital Group.
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