We know it's a subject people don't enjoy talking about, but have you considered what will happen to your assets when you die? Who'll get your house, your car, your money? If you don't make a will, it will be up to the government to decide. Do you really want that?
Under South African law, a person who dies without making a Will leaves their estate to be distributed according to Intestate Succession. This means that the Government - following standard hierarchical rules - will decide how your estate is settled - and that may very well be in a way you would never have intended.
The fact is that no matter how old you are, or what your current state of health is, you need a will. And we want to help make sure you have one, at no cost to you.
You need not have lots of money and assets for the process of 'winding up' an estate to get messy. Something as simple as deciding the best way to split the value of your home between your children can get ugly if you leave behind no guidance.
Our estate planning specialists are dedicated to taking the fear and confusion out of making a will. Our consultants will meet with you, and your spouse if you wish, to discuss your assets and wishes. They will do all the complicated number crunching to determine what your final expenses will be and how the remaining assets can be distributed with the minimum amount of hassle possible.
Making your will with Sweidan & Co is easy. Complete the contact form and We will get in touch to set up such an appointment at a time, date and at a location that is most convenient for you.
By the end of our meeting, a Will will be drafted and arrangements made for its safe keeping. As an optional extra you will be offered the chance to review an estate costs solution plan and purchase it for a nominal monthly fee. You are, however, in no way obligated to purchase this plan and your Will will be drafted regardless of your decision.
No one wants to think that their loved ones won't be provided for as they intended after they are no longer here. Making an appointment to draft your Will is the best way you can ensure that what happens to your assets after you die is up to you, not some nameless government official who knows nothing about you.
Contact Us Today for a no Obligation Consultation
At Sweidan and Co we can facilitate wills over the phone with virtual meetings. It is as easy as that. Contact one of our estate planning consultants today.
Our Professional Independent Consultants.. “Provide You with the Best Investment, Insurance & Medical Aid Advice at the Right Price”
Offshore Investing Made Easy
In a time when market volatility in South Africa is a major concern, and the Rand is less than stable, savvy investors realise that diversifying their portfolio into offshore investments can be an excellent way to maximize the potential of their investments.
Do you Have a Valid Will?
Under South African law, a person who dies without making a Will leaves their estate to be distributed according to Intestate Succession. This essentially means that the Government - following standard hieratical rules - will decide how your estate is settled.
Plan your future on your coffee break
Let us help you take control of your financial future. Give us information about your personal circumstances, risk preference and savings objectives. We will build a fully diversified investment portfolio uniquely suited to your needs.