legacy
Even once their adult children have their own homes and families, many retirees choose to hold on to the family home for sentimental reasons rather than downscaling to a more manageable-sized property. If the longer-term plan is to ultimately downscale
Even once their adult children have their own homes and families, many retirees choose to hold on to the family home for sentimental reasons rather than downscaling to a more manageable-sized property. If the longer-term plan is to ultimately downscale
When distributing your assets, the executor will first use your assets to pay the costs of administering your estate and to pay your creditors. Thereafter, your legatees will receive any legacies due to them in terms of any special bequests
When choosing witnesses for your Will, remember that no one who stands to benefit from your estate should be allowed to witness your Will. If a beneficiary to your Will also signs as a witness, he/she can be disqualified from
If you’re in a partnership, you’re part of a team. For your team to succeed, it helps if you are both working towards the same set of goals, and employing your joint resources for the benefit of the team, not
Even a seemingly insignificant oversight can change the meaning of your Will entirely and lead to unintended consequences.
Estate planning is often perceived as planning for your death. However, much of estate planning involves events that occur during your lifetime and includes financial planning, selecting an appropriate marriage regime, tax and business planning, offshore investing and retirement planning.
