THIS IS A BOOK THAT ANYONE WITH ASSETS SHOULD READ

Discretionary Living Trusts A legacy for generations

Written by Trust Specialist, Mervin Messias, it is the culmination of knowledge and expertise that has been acquired over many years’ study and practice of Trust law.

The author recommends the use of Trusts as part of estate planning because they provide solutions to many potentially complicated problems related to asset protection, succession planning, and disability protection. Many little-known benefits of Trusts are revealed to help protect your hard-earned wealth for generations to come. A Trust circumvents the whole process of winding up an estate, together with its potential delays, hassles and frustration.

In fact, a Trust deserves pride of place in any estate plan. It means business as usual, even after death, with no executor, executor’s fees or estate duty.

Read all about it!



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    Estate Planning For Unmar...

     

    Estate Planning For Unmarried Partners

    Estate Planning For Unmarried Partners

    Here are some useful points for you to keep in mind.

    Estate planning for unmarried partners is essential. Even if you and your partner don’t want to get married, you need to think about having an estate plan in place for the future. It is imperative that you and your partner have an estate plan that considers your particular situation while also protecting both of you, and any of your loved ones.

    Take a look at these tips:

    • You need to have a will if you would like to leave your assets to your partner. Having a will is beneficial. In your will, you can name your partner to inherit your assets.
    • Do you and your partner have young children together? You can name a guardian for your young children, in your will.

    Now that you know more about estate planning for unmarried partners, you need to make sure that you and your partner have an estate plan.

    DR MERVIN MESSIAS
    JD (Juris Doctor) / BA, LLB (Wits) / TEP (Trust & Estate Practitioner) / MTP (Master Tax Practitioner – S.A)