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Your Estate Planning in Wiesbaden, Frankfurt, and Mainz.
Your financial estate planner.
Estate Planning
As a certified financial planner | CFP®, we offer you comprehensive estate planning as part of your individual
financial planning.
With your estate planning, we aim to ensure that your life's work and values (assets and businesses) are preserved and/or transferred in the best and most careful way according to your wishes.
This way, we can optimize your and your family's tax burden, specifically regarding gift and inheritance taxes.
In creating your individual estate plan, we follow a clear advisory process:
1. Analysis
We start by collecting data and clarifying your financial situation (income, assets, and businesses) along with your expectations and wishes.
Next, we establish the foundation:
Your financial plan (status quo).
We will create, among other things, a cash flow analysis, an overview of your tax assessments, and a breakdown of your family inheritance diagram.
2. Concept Development
To optimize your estate plan and maximize its potential, we pursue a holistic financial planning approach based on your life and
financial plan.
This means we will create your individual concept
your estate plan*
based on your current status and your wishes, desires, and goals.
As your financial planner, we will coordinate everything else with your existing tax advisors, legal advisors, and notaries (or appraisers) from our network, as needed.
3. Decision
The goal of our financial planning consultation is to help you make informed and goal-oriented decisions:
To preserve your life's work and values.
If you wish, we can assist you with the implementation or accompany you and your family through this process.
*We as financial planners do not provide tax or legal advice.
We support you with:
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Property agreements
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Powers of attorney and directives
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Wills
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...
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Foundations
As your financial planner, I provide comprehensive and personalized advice to you and, if needed, your family.
You can have responsible, trustworthy, and discreet conversations with us.
Particularly in the area of estate planning (asset preservation and transfer), we place special importance on this.
We would be happy to coordinate individually and at your pace with you.
Your financial planner,
Carsten R. Streb e. K.