About Us
Meet Annette!
Annette M Houlihan is a seasoned financial planner and international estate planner, amassing a remarkable career spanning over 37 years within the dynamic financial services realm.
Having embarked on her journey armed with an accounting background, Annette’s affinity for numbers led her to uncover a fervent desire – aiding individuals in managing their finances, safeguarding their assets, and constructing a resilient future.
With a keen focus on tax and financial planning, Annette ensures that your highest net worth is maintained throughout your journey. At Carey Suen, our array of services is meticulously tailored to address the distinctive requirements of our esteemed clientele. Our proficiency spans a broad spectrum, ranging from standard international estate planning solutions to intricate tactics for scenarios encompassing business assets, cross-border marriages, unique medical necessities, and beyond.
With Annette’s seasoned expertise, your financial security is our paramount concern.
Services
Estate Planning Services
Create a plan for your future with a free consultation from our estate planning professionals.
Estate Planning Course
Learn everything you need to know about estate planning in our comprehensive online course.
Free Will Template
Blogs
Stay up-to-date on the latest estate planning news and trends by reading our blog.
What is a Retirement Income Boost? As retirement approaches, many seniors may be worried about their finances and how to make ends meet (bit.ly/42oFsWm). However,...
The United Kingdom is a Great Place to Invest in Property The United Kingdom is a great place to invest in property and watch your investment grow over time. Property...
2023's Estate Planning Resolutions After having a fantastic Christmas, January is a time to make estate planning resolutions to get your things in order and ultimately...
Include your pets in your legacy. Most people include instructions for distributing valuable assets in their wills but rarely consider their pets. Problems A neglectful...
Writing a will is easier than you think. Writing a will isn't the most pleasant of tasks or a straightforward discussion with your loved ones. After all, by doing so,...
Fun Friday Facts - Famous People Who Disinherited Their Children. It isn't always necessary for children to inherit wealth from their parents. Check out some of the...
Estate Planning in 10 Steps In this article, Estate Planning in 10 Steps, you will be able to outline your wishes in the most tax-advantaged way so that there will be...
Why is it essential, especially for overseas asset owners? Having an estate plan can help you control your affairs now to maximize your net worth. Your loved ones can...
FAQs
Get the most help through our frequently asked questions
◉ What is estate planning, and why is it important for my financial well-being?
Estate planning involves creating a comprehensive strategy to manage your assets and affairs during your lifetime and ensure their seamless transfer to your loved ones after you pass away. It’s essential to secure your financial well-being, preserve your legacy, and minimise potential conflicts.
◉ How can estate planning help me protect my family's future?
Estate planning allows you to make crucial decisions about who will inherit your assets, ensuring your family’s financial security. You can safeguard your loved ones and provide for their needs through strategies like wills, trusts, and guardianship appointments.
◉ What are the benefits of setting up a living trust in my estate plan?
A living trust offers several benefits, including privacy, avoiding probate, and providing continuity in asset management if you become incapacitated. It allows your chosen trustee to manage and distribute assets according to your wishes without court involvement.
◉ How can I minimise estate taxes and fees through strategic planning?
Through careful estate planning, you can explore legal methods to reduce estate taxes, such as gifting, charitable contributions, and irrevocable trusts. Crafting your estate plan with these considerations in mind can help maximize the value of your estate for your beneficiaries.
◉ What role do digital assets play in estate planning, and how can I ensure their proper management?
Digital assets, like online accounts and cryptocurrencies, are increasingly important today. Estate planning includes addressing these assets by providing instructions on accessing and distributing them and ensuring they’re noticed and recovered.
Testimonials
What are clients are saying about our expertise
Nina Flath-Christie
“Annette is amazing ! She just helped a dear friend’s family (who had to come up from the States) so much, as it is a nightmare here in Hong Kong when someone dies.”
Robert Dacho
“Nobody ever wants to write a will, but Annette made the process easy. Annette is very detail oriented, asked the right questions, and has helped give me peace of mind for the future”
Lucas Renzi
“CSW was incredibly friendly and approachable in helping write our wills and guardianship. I feel very comfortable that my family will have all the information they need when the time comes.”
John and Sue Lodge
“We were daunted by the prospect of writing our will, but Annette made it easy and comfortable to complete our wills, finally.”
Holly Sims
“Great Service that is on time per agreed time schedule. Annette was always willing to work around my time frame.”
Jamie and Paul Sutton
“We finally managed to write our wills and guardianship documents with the help of Annette at Carey Suen Will Services. Annette helped make the process easy to understand.”
Simon and Katy Chu
“Annette’s advice was given in a manner that was easily understood and made the process simpler to put in place. Thank you for your help.”
Sean and Alice Johnston
“Carey Suen Will Services could not have been easier to work with and we would recommend them to anyone wanting estate planning advice.”
Jack and Louise Carter
“Effective, responsible and knowledgeable. I have only good things to say about Carey Suen Will Services and their ability to get things done in a timely manner.”
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+852 9160 7855
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Contact us today to learn more about our estate planning services!
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