Uncovering Estate Planning Myths in 2021

Uncovering Estate Planning Myths in 2021

Common misconceptions surrounding estate planning as well as a lack of focus on legacy planning has resulted in a number of common myths to occur. As 2021 is well-underway, it is crucial for individuals, families, entrepreneurs, and estate holders to reevaluate the...
A New Year’s Resolution You Can Keep

A New Year’s Resolution You Can Keep

If you’re anything like us, you’ll be staying up on New Year’s Eve this year… Not so much to see in the New Year, but to make jolly sure the Old one leaves! Now allow us to propose an addition to your list of New Year’s Resolutions...
Do you need an estate plan?

Do you need an estate plan?

Estate planning can be a neglected part of financial planning. Among the key issues to consider are children, the size of your estate, and privacy. It’s easy to delay answering uncomfortable questions such as “What happens to my assets and my loved ones...
Six important tips for estate planning success

Six important tips for estate planning success

The increased Value-Added Tax (VAT) rate – announced in the 2018 National Budget – dominated headlines for weeks thereafter, but this is not the only tax change affecting consumers and investors. Many tax changes also affect estate planning and the cost of estate...
Uncovering Estate Planning Myths in 2021

Effective Estate Planning to Limit Estate Duty

Death is still very much a certainty, taxes a lot less so, especially if you don’t plan for the proper winding up of your deceased estate. To spare your loved ones any additional grief it is imperative to consult with a qualified professional, to ensure your estate is...

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