Latest News

Living Trust – An Important Tool for Estate Planning

- Jul/2019

In the United States, a living Trust or Will is broadly used as an important tool for both tax and estate planning, so that the heirs can avoid delays and costs with probate procedure, which may take years.

With a living Trust you will be able to maintain control over the respective assets you transfer to the Trust, which means that you will be able to include and remove any assets you want during your lifetime.

Further, you will be able to modify the Trust’s terms and conditions as the years go by in order to better reflect new events and circumstances.

Another important probate feature provided by Florida law, similar to other U.S. States, is the possibility to keep the living Trust private since there is no registration requirement. For example, the settlor would have only to appoint a Trustee that would be in charge of managing your assets in the event of incapacitation or an early death.

HAYMAN-WOODWARD Global Tax will be happy to clarify any doubt you may have in connection with a living Trust. We are also able to assist in the formation of the living Trust itself, so you can rest assured that the transfer of your wealth to your heirs will be carried out in an efficient and cost-effective manner.

Send an email to: GlobalTax@HaymanWoodward.com.
HAYMAN-WOODWARD CORP is a holding group of a variety of companies, including business advisory, compliance, business development intelligence consulting, banking and wealth management, family office, aviation, foodservice and others. The group has more than twenty years experience in supporting companies and individuals in their challenges to build value across borders. We have a team of experts in many industry segments in 6 offices around the world, to fully assist our clients.

HAYMAN-WOODWARD’s global network of professionals, provide: Family Office Services, Tax Advisory, Technology Management, Business Development Outsourcing, Behavior Analysis & Profiling, and Business Consulting Services. With unparalleled experience across most industry segments since 1996, our team of skilled professionals has delivered valued services in over 100 countries, by assisting our clients in becoming high-performance and efficient entrepreneurs, businesses and government entities.

HAYMAN-WOODWARD focuses on managing our clients’ investment portfolios, tax advisories, as well as business development opportunities for clients worldwide, seamlessly bridging cultural gaps and ensuring clients’ continued success in the new market of their choice.

HAYMAN-WOODWARD’s clientele is made up of businesses of all different sizes, from small businesses enterprises to Fortune 1000 companies.

HAYMAN-WOODWARD’s team of professionals and management have a combined 50 years of experience in their fields, and are located in our offices in the United States of America, Asia, Europe and Latin America. The company offers a variety of services to help its customers achieve their maximum ROI and a clear path to profitability in several markets worldwide.


E-Verify® is a registered trademark of the U.S. Department of Homeland Security