Estate Planning

In this issue of Estate Planning Essentials – the third and last in a series on Trusts – we look at the “ugly”. The “ugly” being where a Trust fails and the Trust assets form part of the planner’s personal assets. Only when it’s too late! The planner or his estate will typically only discover […]

This issue of Estate Planning Essentials is the second in a series of three on Trusts. In this issue we look at some of the negative perceptions around Trusts. Read on

Our previous article on Estate Planning, on 4 March, ended informing our readers that “The next Estate Planning Essentials will focus on Trusts”.  If you would like to know more about Trusts – The Good, The Bad and The Ugly the following three articles are certainly a must-read. This article focuses on Five good reasons

 Read the Article about Estate Planning compiled by Daleen Harris of Glacier Fiduciary Services Just a note regarding the reference in the write-up to “Our basket of services, aimed at clients with estates of R15m and above” please be advised, however, that although Glacier Fiduciary Services is “aimed at clients with estates of R15m and

The following Article highlights some of the benefits of Retirement Annuities and makes for interesting reading:  (Should you have any enquiries on this article please email me at eugene@iibrokers.co.za.) 31 January 2008 COMPILED BY: TINY CARROLL OF GLACIER FIDUCIARY SERVICES Additional contributions to an RA provide opportunities for astute financial planning. It’s RA-season again!!!!! It