ESTATE PLANNING


Service

Estate planning does not just take care of your finances, but also ensures the practicability thereof.

In this regard we specifically examine aspects such as -
• Estate duty.
• Capital Gains Tax.
• Agreements of sales/purchases.
• Loan agreements.
• Trusts.
• Business interests, such as member’s interest and shareholding in private companies.
• Executor’s fees.
• Existing and future trusts (Inter Vivos and testamentary trusts).
• Implementation and execution of the plan.

Cost
R 3 000.00 which includes the setting up or amendment to trusts