Very few people have more than a vague idea of the actual size of their estates.
As the years pass, they build up their assets and provide for their families, but no proper arrangements are made to see that the right people benefit and that the family does not suffer financially, when something happens.
Effective Estate Planning requires an expert approach. Developing the best possible estate plan for you requires the right combination of experience, knowledge and innovation.
Through the use of Legal Entities you could;
These entities include Inter Vivos Trusts, Close Corporations, Private Companies or a combination of these.
My Estate Planning service will provide you with access to these entities both locally and offshore.
Even the most carefully structured estate plan will fail without a properly drafted will.
An up to date, valid, signed will, is an integral part of your estate plan.
It will ensure that your assets are distributed according to your wishes without unnecessary delays, thereby ensuring your peace of mind.
IS YOUR WILL UP TO DATE?
DO YOU EVEN HAVE ONE?
Like most people you may think estate planning only requires a will, but it encompasses much more!
Grieving for survivors is a natural process, but you can help with these emotions through advanced estate planning.
Remember, death is not the only event to plan for - illness or disability can be equally devastating.
If you have the correct instructions in place, both your and your family's future is secure.
Estate planning will ensure that your family will not suffer financial hardship on your death.
Sufficient capital in your estate is crucial for your loved ones and it will prevent them having to sell your home to fund taxes and your liabilities.
You can ensure the continuity of your business and the resultant, lifelong financial support for your family.
Estate planning ensures that the complex nature of assets and the unique laws of transfer of these assets are addressed, protecting your heirs.
A second opinion costs nothing yet without it, may cost you everything!
You must consult the schemes/company product brochures and rules for comprehensive benefit descriptions.
We will offer you the BEST HELP FOR FREE!
Medical aid pays healthcare costs.
What if a disability STOPS your income?
Peter Pyburn - Authorised Financial Services Provider, fully licensed to render financial services since 1991. Death and Disability Planning; Retirement Planning; Investment Planning; Healthcare and Estate Planning. More...
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Last update: May 20, 2022