Estate Planning

The primary aim of estate planning is to protect the beneficiaries of your estate, giving consideration to the establishment of trusts and the needs of your beneficiaries. Apart from the distribution and transfer of your assets in accordance with your wishes, we plan to ensure that estate duty, taxes and other costs associated with death are reduced as far as possible. Once we understand your estate objectives, we start with the drafting of your will – a document that documents your instructions for the distribution of your estate. Irrespective of the projected value of your estate, we believe that EVERYONE should have a will. Even more important, is to regularly review and update your will, particularly with major changes in your life and circumstances. Typically, these would include marriage, birth of children, grand children, and increase or decrease in your asset base, purchasing property, or even retirement.

When we plan your estate, we put in place the processes to manage your assets, debts and legacy upon your death. We offer will drafting services at no cost to our clients. The drafting and preparation of your will is preceded by a full consultation with you where we first understand your wishes. It is followed by a comprehensive analysis of your current and projected estate value. The outcome is peace of mind for you, knowing that your legacy will be well managed and fulfil your final wishes.