Estate Planning: peace of mind today and tomorrow

Estate Planning – also known as wealth and succession planning – concentrates on the structural review and planning of your total assets. Our estate planners merge various financial, legal, fiscal and personal elements of your situation into one comprehensive plan.

A step-by-step approach for your succession plan

As a first step, we carefully map out your family situation and your financial circumstances. Our Delen Family Services tools give you a clear-cut overview. Via the Delen app or Delen OnLine you can consult your family tree, your companies and a detailed overview of your total assets, complete with the correct property rights for every asset component.

Next, we take note of your specific wishes and objectives. Do you plan to make a large investment? Are you awaiting a gift? When do you plan to retire? Have you thought about your business transition yet? We evaluate the feasibility of your plans, and what that means for your assets. Through simulations you can see how various decisions or events impact the evolution of your assets. You also obtain an indication of the inheritance tax, based on your current situation.

As a third step, your estate planner goes through the options to achieve an optimal wealth planning, including for example a gift, an amendment to a marriage contract or a will. As a result, you obtain a comprehensive wealth and succession planning for your total assets, both movable and immovable. This allows you to make informed decisions.

michel-buysschaert
“When it comes to Estate Planning, we are pioneers in Belgium. The knowledge and accumulated expertise of our team is now also gathered into one solution: Delen Family Services.”
Michel Buysschaert

What makes our wealth planning stand out?

  • one personalised, comprehensive plan
  • legally secure and clear solutions, without relying on complex or cutting-edge legal or tax technology
  • a multidisciplinary team of legal experts, legal assistants and tax specialists
  • personal follow-up by a legal expert close to you, available in every office
  • strong support thanks to Delen Family Services
  • collaboration with other advisors (notaries, lawyers, accountants etc.)
  • knowledge and experience in Estate Planning since 1995

Legal and tax advice for you and your company

The legal and tax context is ever-changing. Therefore, a team of legal and tax experts assist you and your company in keeping up with recent developments, including:

  • matrimonial property and inheritance law
  • succession or take-over of your family business or company
  • structuring of your movable and immovable assets, through your company or otherwise
  • inheritance and gift tax 
  • taxation of investments for individuals and companies
  • direct taxes 

Our estate planners will, among other things, help you draw up a marriage contract, healthcare proxy, a gift, a will, the establishment of a foundation or partnership, investments through DRD funds and will help answer all kinds of tax questions.
steosa
The planning and transition of your assets is not only a technical affair, but is also a personal and emotional matter. Our experts create the optimal circumstances for dialogue and consultation, in complete discretion.
Steven Osaer

Plan your financial future

Obtain legal and tax advice to further strengthen your family and company assets for future generations. Our estate planners are by your side and at your service.