Article 01 · English
Estate planning in Panama: where to begin
A practical path for organizing assets, people, documents and decisions before choosing a will, trust or private interest foundation.
Estate planning articles in Panama
Carolina Solís’s perspective on estate planning, succession, trusts and family businesses. Explore the introductory guide or the topic relevant to your circumstances.
Article library
Estate and business decisions, explained clearly.
Fifteen practical articles to identify questions, organise documents and choose a thoughtful next step.
Article 02 · English
Having a will does not mean your entire estate is coordinated
What to review beyond a will when insurance policies, companies, real estate or a family business are involved in Panama.
Article 03 · English
When should you review a will? Five changes that justify a conversation
A guide to recognizing when a will may need review after family, financial or business changes.
Article 04 · English
Estate trusts in Panama: who administers, who receives and who decides
A clear explanation of the roles in a Panama trust and the questions to ask before signing.
Article 05 · English
Private interest foundation or trust: how to frame the decision in Panama
Before choosing a foundation or trust, compare purpose, decision rules, participants and administration.
Article 06 · English
Beneficiaries of policies and accounts: the detail that can disrupt an estate plan
A practical checklist for reviewing beneficiary designations and coordinating estate documents without assuming they all say the same thing.
Article 07 · English
If the founder cannot decide for 90 days, what happens to the family business?
Five questions about continuity, representation and information in a business that depends on one person.
Article 08 · English
Inheriting shares does not answer who will direct the family business
What to coordinate across succession, corporate governance and operations so a family business can continue making decisions.
Article 09 · English
If your beneficiaries are minors, who would administer what they receive?
Questions for planning the use, administration and delivery of assets intended for minor children.
Article 10 · English
Before signing a trust or foundation: six questions for a second opinion
How to review an estate proposal before accepting obligations involving administration, cost and control.
Article 11 · English
Assets in Panama and abroad: why you need a map before deciding
How to organize questions and professional advice when a family estate crosses borders.
Article 12 · English
Before marriage: five estate and financial conversations worth having
A practical guide to discussing assets, debts, businesses and expectations before marriage in Panama.
Article 13 · English
A digital legal experience can still feel personal: how your planning begins
How a digital self-assessment can prepare an estate-planning consultation without replacing a lawyer’s professional judgment.
Article 14 · English
How to prepare for your first estate-planning consultation without having everything resolved
The questions and documents that help you make the most of an initial conversation about your estate and succession.
Article 15 · English
Your estate plan does not end when you sign: a 30-minute annual review
A list of family, business and document changes that can show whether your estate plan needs updating.
