How to provide for funeral expenses and how to reduce these costs
This video discusses some of the more important funeral expenses and how one can provide for funeral expenses, including funeral cover, a savings fund and funeral schemes and burial societies. The conclusion is that it is responsible to provide for funeral expenses...The elements of estate planning
The following factors are key elements in having a success estate plan: Durable Power of Attorney The durable power of attorney is the most important estate planning instrument – even more important than a will. A power of attorney allows you to appoint another person...What happens to my retirement money and medical aid when I die?
When you die you may still have funds available in your retirement annuity and/or medical aid. Retirement Annuity (RA) Upon your death your RA does not form a part of your estate, but instead the funds are entrusted to trustees or the executor, who distribute the...Estate planning basics (including commonly used terms)
During the process of planning your estate you will encounter the following terms: Last will and testament A carefully structured and written Last Will and Testament can meet many of the estate planner’s goals – including reducing estate duty liability, providing for...Life assurance and your estate
A life assurance policy is an essential part of an estate plan. In the event of your death, your dependents will be taken care of, especially if your estate is low in liquid cash. These kind of policies do not form part of your estate and will be paid directly to the...
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We wish all our clients and partners a happy new year. We can't wait to get on top of those estate planning matters at the top of your new years resolutions lists! 😉
#estateplanning #WillsAndEstates #2023 https://t.co/QoKqkybLUG
@KPFiduciary
Estate matters can be both complex and sensitive. Having the right people with the required skill and knowhow is just as important as having people with the necessary emotional awareness.
The people behind the matters are the most important! https://t.co/lCYNz7aV3O
