Estate Planning

Estate Planning is not only about managing the effects of tax or estate duty on your estate. It is also advantageous because it provides you and your family with peace of mind that your assets can be protected or preserved and that adequate financial provision has been made for your loved ones once you pass away. Estate Planning can also be particularly important if you have assets located overseas that are not easily administered in terms of South African law.

 

We understand that discussing your financial circumstances and your financial objectives can be a very personal matter. With 25 years of experience, we are able to provide you with a professional and informative service that allows you to choose an Estate Planning option that best suits your unique circumstances.

 

Our services include:

  • Preparing Estate Plans;
  • Updating existing Estate Plans;
  • Implementing strategies to manage the effects of tax, estate duty or creditor’s claims on your estate;
  • Preparing powers of attorney;
  • Antenuptial contracts;
  • Wills.