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Last Will and Testaments (Wills)

A will is a legal document with an expressed instruction stipulating how you wish your estate to be distributed to your beneficiaries when you pass away. This document needs to comply with certain legal criteria to be valid. The wording is critical and getting it wrong can lead to hardship and even financial distress for the people left behind.

Trusts

The primary functions of trusts are to provide asset protection, facilitation of maintenance plans (for minors, dependents, and other potential obligations), continuity of ownership and, in certain circumstances, trusts can provide tax and estate duty advantages.

Power of Attorneys

There are several reasons why you might need to give someone else the authority to act on your behalf to manage your affairs, whether temporary or permanently. The authority is given in a legal document known as a Power of Attorney. This document grants another person, referred to as Attorney or Agent, authority to act on your behalf in terms of the content and conditions placed in the Power of Attorney. The duties and powers given to your agent varies according to your requirements and circumstances.

Administration of Deceased Estates (Probates)

In the event of your passing away, your “deceased estate” automatically comes into existence. It is important that when you draw up a Will you nominate someone who you trust and who has the right set of skills and expertise to attend to the administration of your estate. This will ensure that the process runs as smoothly as possible.

Estate and Financial Planning

Many people confuse estate planning with financial planning. The main differences are financial planning is the process of creating wealth and whereas estate planning is protecting the accumulated wealth and ultimately distributing the wealth at the appropriate time.