Estate Planning
Estate Planning Today for Tomorrow
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, and 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, no matter your age or health, you need a will. And we want to help ensure you have one, at no cost to you.
You don’t need to 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 will help you make a will without fear or confusion. Our consultants will meet with you and your spouse, if you wish, to discuss your assets and wishes. They will do the complicated number crunching to determine your final expenses and how to distribute the remaining assets with the minimum hassle.
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, we will have drafted your will and made arrangements for its safekeeping. 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.
Estate planning is not a once-off exercise. It is worth reviewing your will after important life changes such as marriage, divorce, the birth of a child, acquiring property or retiring. A regular review helps ensure that your instructions still reflect your circumstances, priorities and the people you wish to protect.
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 to ensure that what happens to your assets after you die is up to you, not some nameless government official who knows nothing about you.
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.
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Learn MoreDo 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.
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