SunLife of Canada Philippines, Inc. Evelyn Penillos - Financial Advisor

SunLife of Canada Philippines, Inc. Evelyn Penillos - Financial Advisor ESTATE TAX PLANNER

19/07/2024

Shout out to my newest followers! Excited to have you onboard! Kristine Nabas Brenio, Zyleigh Gaverza and those already on this page. I welcome you all. Thank you for the support. I'm so thankful from the bottom of my heart. God bless you all❤️🙏🎉.

07/05/2024

WHY YOU NEED AN ESTATE PLAN

When you have an assets you need to have an organized estate planning. Eventually, this will pass to your heirs. And your heirs will have to pay estate tax as part of "Setting the Estate" before they can transfer the assets to their names.

Many failed in this
If you don't plan your estate properly, a portion might only go to expenses like legal fees, and taxes.

THE IMMEDIATE EXPENSES (the amount to be settled immediately) in the event of death of the estate owner are..
• THE ESTATE TAX
with the current 6% estate tax in the Philippines
• THE PROBATE EXPENSES (around 10% of the GROSS ESTATE)
• THE LAWYER FEES

Address

2/F Rizaljoles Bldg C Laserna Street Kalibo
Kalibo

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 5pm

Telephone

+639309096526

Website

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