How a trust fits into your estate plan
December 6th, 2017
If you knew you were going to die tonight, would you know what the Estate Duty implications would be in your estate? Would there be enough cash or liquidity in your estate to pay the different costs that would arise? Are your assets as a business owner protected? Have you made sufficient provision for your old age?
Will I lose control over my assets moved into a trust?
December 2nd, 2017
Many people are wary of trusts because they may be concerned that they will lose control over their assets. This fear is often enhanced by professionals advising that clients should not be seen to be involved in their trusts’ administration.
Should I have a trust: Yes or No?
November 22nd, 2017
Trusts are certainly not for everybody. When you consider a trust as part of your estate plan, you need to be mindful of both advantages and disadvantages thereof, as well as your personal circumstances and wishes.