Estate Planning Guide
This guide is intended as an easy reference, pocket-sized guide for the estate planner, and anybody involved in estate planning.
The information contained herein is a summary of some of the key estate planning principles. Estate planning touches on many areas, and involves not only planning for death but also planning during your lifetime – from financial planning, health planning, matrimonial property regime planning, income tax and business planning, to offshore and retirement planning – all of which should form part of any comprehensive estate planning exercise. The main thrust of this guide is to provide the estate planner with an overview on how to plan his or her estate during his or her lifetime, with the primary goal of transferring wealth to beneficiaries so that they have maximum benefit.
The information contained herein is a summary of some of the key estate planning principles. Estate planning touches on many areas, and involves not only planning for death but also planning during your lifetime – from financial planning, health planning, matrimonial property regime planning, income tax and business planning, to offshore and retirement planning – all of which should form part of any comprehensive estate planning exercise. The main thrust of this guide is to provide the estate planner with an overview on how to plan his or her estate during his or her lifetime, with the primary goal of transferring wealth to beneficiaries so that they have maximum benefit.
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