Succession planning is the adoption of a strategy for transferring a person's assets after their death in the most effective way possible. There are numerous cases of people and families who spend years in conflict in the process of dividing assets in the event of the death of the holder.

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It is a legal instrument that aims to organize the transfer of assets and patrimony of a person, still alive, to his heirs.

The idea is to act in advance to prevent problems such as family conflict, dispose of assets according to the holder's wish and reduce costs with the ITCMD (Transmission Tax Cause Mortis and Donation).