Estate Planning Solutions that Work
We take your specific estate planning goals into consideration and use our wealth of knowledge about the processes involved in international estate planning to ensure the results you want are achieved.
Empower Your Future: Guided Insights and the Impact of our Estate Planning Course
Join Our Exclusive Webinar
Join our empowering estate planning webinar for a secure future:
- Learn the basics: Master estate planning principles.
- Complimentary PDF: Get Module 1 on Estate Planning Fundamentals.
- Interactive Q&A: Engage with the expert for answers.
- Complete session: Comprehensive 45-60 minute presentation.
- Exclusive savings: 25% off course cost, save $124.
About Carey Suen’s Estate Planning Solutions
Carey Suen is an established estate planning consultancy company specializing in estate planning, wills and trusts, enduring power of attorney, and legal guardianship.
Book Your Free Estate Planning Consultation
Book a call with us; our dedicated team will discuss your area of financial interest and put you in touch with a relevant adviser in your local area.
Enjoy the Lifestyle You Deserve
The team at Carey Suen has all the requisite features of a consultancy dedicated to smooth and effective international estate planning. We offer you:
- Knowledgeable EP experts with many years of experience in the industry.
- A tailored approach that makes the process easy and understandable.
- Cost-effective pricing that is among the most competitive in the market.
- Plus, we are highly recommended by our clients – from larger estates to smaller family estates.
Complete Succession Planning Support
Carey Suen helps individuals and families from all over the world with their estate planning needs.
We offer a variety of international estate planning services under one roof, saving you time and making the overall process easier.
Our services include consultations and information to explain the process that occurs when you die or are incapacitated for the long run. Our aim is to help you create a structure that supports your needs for the long run and allows you to keep a higher net worth in your estate.
Our Estate Planning Services
Estate Planning
Everyone has possessions they will leave behind when they die and should make provisions for how they want these to be distributed.
Wills
Without a Will, the Court of Probate makes decisions on your behalf - the risk being your possessions will not be distributed as you would like.
Trusts
Your property passes immediately and directly to your named beneficiaries whenever needed with the right type of trust in place.
Power of Attorney
You choose who makes decisions, in keeping with your preferences, for the handling of your medical care, assets, and investments.
Guardianship
Ideally, guardians should be appointed in a Will and a Deed, giving them immediate access to take charge of the care of children.
Digital Wills
Manage the fate of your online presence and assets in one document without having to make arrangements with each site.
Cross-Border Planning
It is important to consider your overall tax status when you marry or move to another country or invest in an asset away from home.
Company Protection
The company should consider how it would financially replace its key person if this person were to die or become incapacitated
UK Citizens
Special rules apply to the calculation of inheritance tax on the global assets of UK passport holders who live outside the UK.
Founder & Managing Director
With a background in accounting, Annette began her career in numbers and joined the Financial Services sector in 1986. This gave her the opportunity to assist people with managing money, protecting assets, and building for the future. She was offered a position in Hong Kong in 1995 to work with numerous people worldwide and she has since become a successful international estate planner and financial planner.
Solutions for Every Need
Our services cover a wide range – from our standard international estate planning solutions to multifaceted strategies tailored for situations involving business assets, marriage outside of your home country, the need for special medical care, and much more. No matter the intricacies of your business or family situation, our experienced team has seen it all and is ready to use its expertise to find the right solution for you.
Estate Planning Made Easy and Seamless
When most people hear the term "estate planning", images of the Monopoly Man likely come to mind. Of course, the wealthy are commonly associated with the estate planning process because they know how to benefit from a complex web of laws that enable them to leave their assets to future generations most efficiently (and with the least tax burden).
But estate planning is much more than trust funds and inherited wealth. A comprehensive estate plan can benefit practically anyone--from instructing family members who should take over your company to gifting assets in bank accounts in the event of the untimely death or disability of the parents to ensuring that one's medical wishes are followed.
CAREY SUEN IN NUMBERS
At Carey Suen, we measure the success of our consultancy by the success of our clients, whom we have seen flourish over the years with international estate planning and wealth management solutions created by us. Our clients have benefited greatly from our ability to bring together the right team of financial planning professionals dedicated to protecting and preserving their legacy.
Estate plans created for clients
Estate taxes saved
Countries with active clients
Working population without a will
%
Time saved by planning.
Average time to write a will
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.
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
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.
We were daunted by the prospect of writing our will, but Annette made it easy and comfortable to complete our wills, finally.
Great Service that is on time per agreed time schedule. Annette was always willing to work around my time frame.
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.
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
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
Carey Suen Will Services could not have been easier to work with and we would recommend them to anyone wanting estate planning advice.
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.