Evaluation & Follow-up2

Evaluation & Follow-up
It is strongly advisable to conduct periodic reviews of a succession plan to implement any relevant changes or adjustments.
Factors reducing the value of the estate
When an estate is managed, various costs reduce the total value of assets. These costs are based on the following factors:
  • Estate Liabilities: Debts must be paid off before distributing assets to beneficiaries. Liabilities include: debts, funeral expenses, taxes, estate management fees, medical expenses, and legal expenses.
  • Depreciation: Any costs arising from the death of the estate owner or any decrease in property value due to the loss of administrative abilities of the deceased.
  • Liquidity: Any cost or expense causing the forced sale of property to raise cash to cover financial demands/commitments.
Asset Allocation
StateTrust invests in bonds and indexes offering risk diversification, while providing the best possible returns; based on the risk profile chosen by the customer.
We seek a high level of diversification in our asset distribution strategies. We integrate other asset classes to our strategy, such as investments in other currencies, commodities and alternative investments, as an additional way to optimize investment profiles and return-risk ratios.