Life Insurance / Estates & Wills

How financial freedom ties into estate planning

Avoiding unnecessary hardship in case of serious illness

For children with aging parents, or for those whose spouse or siblings become ill, dealing with a will or estate planning can be the last thing on their minds. However, in many instances it can be better to encourage the relative in question to act sooner rather than later and get their affairs in order while there is still time.

The High Five of Estate Planning for the Wealthy

Stonehage Fleming Research Report highlights key concerns of wealthy families

Should you consider a testamentary trust?

The introduction of tax on interest-free loans to trusts has seen inter vivos trusts fall out of favour with a shift towards using testamentary trusts instead, according to Willie Fourie, Head of Estate and Trust Services at PSG Wealth