Our Services

Professional estate planning services for peace of mind, asset protection, and generational wealth transfer.

Will Drafting & Will Writing

  • Distribution of assets

  • Appointment of executors and guardians

  • Testamentary trusts

Lasting Power of Attorney (LPA) Setup

  • Property & affairs

  • Personal welfare and medical decisions

  • Special Needs Trust (SNT)

  • Appointment of Deputy (under the Mental Capacity Act)

  • Letter of Intent (LOI) for Special Needs Child

  • Guardianship Planning

Special Needs Planning
Trust Planning

  • Revocable and irrevocable trusts

  • Standby living trusts

  • Testamentary trusts

  • Asset protection trusts

Business & Legacy Planning

  • Business Succession Planning

  • Family Office & Multi-Generation Wealth Transfer

  • Insurance Planning with Estate Goals

  • Estate Tax & Liquidity Planning

Financial & Tax Strategies

  • Charitable Trusts

  • Donor-Advised Funds (DAF)

  • Legacy Giving through Wills or Trusts

  • Foundation Establishment

Philanthropic & Charitable Giving
woman wearing yellow long-sleeved dress under white clouds and blue sky during daytime

AnnTai Advisory provided exceptional service for my estate planning needs. Highly recommend their expertise!

John Tan

A large estate with multiple historic buildings is surrounded by dense trees. The sky is overcast, with hints of a sunset or sunrise in the distance. The landscape includes a well-maintained lawn and paved pathways. The scene has an atmospheric and serene quality, with minimal artificial lighting visible from the buildings and along the pathways.
A large estate with multiple historic buildings is surrounded by dense trees. The sky is overcast, with hints of a sunset or sunrise in the distance. The landscape includes a well-maintained lawn and paved pathways. The scene has an atmospheric and serene quality, with minimal artificial lighting visible from the buildings and along the pathways.

The team at AnnTai Advisory helped us secure our family's future with their comprehensive planning services.

Mary Lee

A large, stately mansion with classical architecture is situated in the middle of a well-manicured green lawn with yellow flowers. The sky is bright blue with scattered white clouds. In the foreground, two people are sitting on the grass, enjoying the serene landscape. A massive tree with lush foliage is positioned to the right, adding to the idyllic setting. Surrounding the estate, there are more trees, indicating a lush, expansive garden or park.
A large, stately mansion with classical architecture is situated in the middle of a well-manicured green lawn with yellow flowers. The sky is bright blue with scattered white clouds. In the foreground, two people are sitting on the grass, enjoying the serene landscape. A massive tree with lush foliage is positioned to the right, adding to the idyllic setting. Surrounding the estate, there are more trees, indicating a lush, expansive garden or park.
★★★★★
★★★★★
Services

Professional estate planning for peace of mind.

Legacy

Wealth

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