Making better choices
is not always this easy

 

Gary Walker

Gary Walker is qualified as a Certified Financial Planner.

Mobile: 083 600 4966

Facsimile: 086 510 9286

Email: [email protected]

 

Reducing Estate Duty Costs – 4 Estate Planning Tips

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Clever estate planning involves finding ways for reducing estate duty costs and is an essential part of the financial planning process, as this ensures that your heirs benefit fully from their inheritance.

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Posted by Gary Walker on Monday, September 30, 2019 Views: 659

 

Estate Planning and Distribution of Non-Probate Assets

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During the estate planning process, it’s important to be aware of the fact that there are certain assets that cannot be included in your will.

These are known as non-probate assets, or assets that pass outside of will. For better understanding of the term non-probate, we can look at what probate means.

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Posted by Gary Walker on Thursday, September 26, 2019 Views: 39