Find out exactly how much cash your heirs will need — and where it comes from.
In this no-obligation discovery call, we map your exact BIR estate tax obligation, measure it against your liquid assets, and identify whether a tax-free liquidity vehicle can close your gap before you exit.
What to expect
- Audit your liquidity position
We review your asset mix — properties, businesses, agricultural land — against your projected 6% BIR estate tax plus 8% professional fee obligation. You leave knowing your precise Liquidity Gap, not a rough estimate.
- Structure your exit-ready vehicle
Based on your gap, we walk through how a tax-free wealth transfer vehicle can fund your BIR obligation without forcing heirs to sell property within the one-year deadline. Real numbers, your assets, your timeline.
- Secure your succession plan
We outline how to legally pre-structure inheritance distribution so each child's share is documented and dispute-proof before you step away. Your legacy stays intact — not in litigation.
For Filipino business owners aged 40–60 with ₱100M+ in properties, retail, or agricultural land who are 3–5 years from exit and worried their heirs will face a ₱20M–₱50M cash shortfall. No obligation · strictly confidential · you leave with your exact Liquidity Gap figure whether or not we work together.
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