home affairs

Financial Planning, Lifestyle Financial Planning, Wills and Estate Planning
July 11, 2022

Besides the financial and legal acumen required by your executor, bear in mind that the role necessitates strong secretarial and administrative skills from start to finish, and it’s important to make sure that the person you nominate has not only

Financial Planning, Lifestyle Financial Planning
May 20, 2020

While you are reassessing your life cover, take time to review the beneficiaries that you have nominated on your various policies and investments, including any retirement funds that you have in place.

Financial Planning, Lifestyle Financial Planning, Wills and Estate Planning
May 11, 2020

Friendships and relationships evolve over time, and it may be that some of the trustees you nominated no longer fit the bill when it comes to administering your assets in the best interests of your loved ones.