Basics of Estate Planning

We are pleased to share the recording and slides from our recent Estate Planning webinar. This session provided an in-depth look at estate planning, covering key considerations applicable to winding up your estate.

The following topics were discussed in detail:

• What is Estate Planning
• Estate Costs & Fees
• Understanding Allowances & Deductions
• The Winding Up Process of your Estate
• The Importance of Beneficiary Nominations
• Practical Examples
• Key Documents, and
• Choosing the right professionals

We provided a few examples where we illustrated the impact of making small changes to your estate planning, and what costs an estate will be expected to pay.

Please see the recording of the webinar and presentation slides below.

Please contact us if you would like to review your Estate Plan or have any questions at info@investonline.co.za.