Estate Planning

About the product
Estate planning involves managing your assets while you are alive, and distributing these assets when you pass away. It considers all of your financial affairs and sets structures in place to manage these most efficiently. Estate planning takes into account:

Assets restructuring: separating your business and personal interests
Buy and sell agreements: protecting partners if one partner passes away or is disabled Succession planning: making sure that your business can continue to operate if you are no longer there to run it

Tax: considering donations tax, estate duty and capital gains tax implications
Offshore structures: evaluating if offshore structures will be to your benefit
Will and testament

By making sure that your last will and testament is in place, valid and up to date you can:

protect your family's financial future and inheritance
protect your family against debt liabilities from your business
save on estate duty

A last will and testament is a legal document that details how your estate should be divided when you pass away. It sets out:
Price
R300
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