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We at Graaffs Trust view Estate Planning as an essential part of life. Just as plans are put together to steer one through life, plans must be put into place to deal with the inevitability of death. These plans can be as simple as keeping ones last will and testament up to date or as complex as setting up trusts.
Estate Planning can be viewed as the arrangement, management and disposition of a planners estate so that he, his family and his heirs derive the maximum enjoyment and use from the estate assets.
Estate Planning occurs during the lifetime of a planner (by the use of an ‘Estate Plan’) and after death by a well-drafted and effective last will and testament.
The objectives of Estate Planning involve the following components, amongst others :
- Implementation of the Planners objectives
- Flexibility
- Minimisation of Taxes
- Provision of Liquidity
- Provision of Capital and Income for dependants
- Provision of Retirement income
- The facilitation of the Administration of the Estate
Please CONTACT one of our staff members for more information.
Graaffs Trust Limited is an authorised financial services and credit provider.