If your business partner dies, someone will inherit his shares and that someone will be your new partner.
Rand-cost averaging and phasing-in are techniques that can result in monthly investments outperforming lump-sum investments.
Professionals should insist on being part of a separate insurance risk pool so that their premiums do not cross-subsidize the higher claims of the general public.
For every 5 yrs that you delay in saving for your retirement, the premium required to reach the same goal, approximately DOUBLES.
A full estate audit will enable you to determine how much cash you need to have in your estate on death.
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Our team is comprised of professionals in the related disciplines of Law, Financial Planning, Business Leadership and Administration, Education and Economics, who all share a passion for protecting, growing and maximizing the value of the personal estates and businesses of our clients for the benefit and enjoyment of our clients and ...
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We provide expert financial advice and services to clients anywhere in South Africa in the areas of estate planning, business assurance, investments and risk cover. All advice is based on a thorough needs-analysis to establish the requirements of our clients on death, disability, dread disease and retirement ...
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There are many liabilities on death: funeral expenses, income tax, CGT, executor’s fees (3.99% of the gross assets i... Read more
Author: Y2invest - Yanush Singh
Filed Under: Estate Planning - Estate Audits
05
AUG
An inter vivos or living trust can be a useful estate planning tool. When you die, 20% of the net value of your estate... Read more
Author: Y2invest - Yanush Singh
Filed Under: Estate Planning - Trusts
05
AUG
If you die without a Will (intestate) your assets will be divided amongst your spouse and children. If your children a... Read more
Author: Y2invest - Yanush Singh
Filed Under: Estate Planning - Wills
