Don’t Leave It Too Late Estate Planning Tips for Business Owners By Dylan Rodrigues Estate planning is a crucial but often overlooked aspect of financial planning — especially for business owners. Unlike salaried individuals, business owners must consider both personal and business assets, succession planning, and liquidity in the event of their death …
You Need an Estate Plan: Protecting the future of your loved ones By Stephan Joubert CFP® The room felt emptier than ever. His presence still lingered, but he was gone. A father, brother and a son, a true pillar of the family, had left us. With his passing came not just grief, but …
Protect your wealth using a Trust: The benefits and potential pitfalls. Trusts have historically been a key part of effective wealth accumulation and the protection thereof. Whether you are a high net worth individual, a business owner, or a family seeking to secure your financial legacy, understanding the benefits and pitfalls of trusts is crucial. …
A Lifeline for living annuity holders By Werner Pienaar (CFP®) In the world of retirement planning, individuals are often faced with the crucial decision of how to convert their hard-earned savings into a stable income stream during their golden years. Two popular options available are guaranteed annuities and living annuities, each with its own …
Death and taxes – make both more palatable with an estate plan By Wouter Fourie (CFP®) Death is inevitable, and so are taxes. But you have ample flexibility to decide how much you pay the taxman – and what your loved ones get to keep – after you pass away. The trick lies in planning …
Rand & Sent – Retirement planning Series 4 Suzaan Steyn & Wouter Fourie, 24 March 2019 In the last episode in the series of retirement discussions on RSG’s Rand en Sent, Wouter Fourie and Suzaan Steyn chat about how to plan your estate wisely. Many people are wrongfully of the opinion that estate planning and …