Estate Planning

The COVID-19 pandemic has reiterated the fact that life is short and full of unforeseen events. This has reminded us how important it is that your financial affairs are in order and that plans are put in place to ensure your legacy.

Where you are “at” in life, will determine your strategic plan for your estate, and which techniques to use in order to implement in the plan. Each plan will be unique and structured according to an estate planner’s own unique set of circumstances, goals and objectives, and reviewed regularly to take account of personal and legislative changes.

Trusts have recently come under the spotlight from a SARS perspective. With the recent amendments, it is important for a trustee to fully understand their role and responsibilities.

Having a Will is arguably one of the most important things you can do for yourself and your family. Not only can a Will legally protect your family and assets, it also gives you the comfort of knowing that the rewards of your life\’s work will be distributed and managed according to your wishes, once you have passed on.