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Retirement Funds and Investments

Medical Schemes and Medical Insurance

Wholistic Fee Based Financial Planning

Short Term Insurance: Personal and Commercial

Wholistic Independent Advice

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We feel so strong about the topic of wills that I felt to write to you today personally.

I want to thank all our subscribers who has been with us for the last three years since we started with this newsletter. There were many things happening around us all the time. Many people have lost their jobs, the world economy is in shambles.

Through it all, we try and bring you some good news, and trust that we will be able to continue this in the future.

Thanks to those subscribers who inntroduced their friends an family to our newsletter.


Wills and estate planning:

   1.     Is a will not only for people who are wealthy?

   2.     If I plan well enough, can I ensure that my children are protected financially?

   3.     Do I really know exactly how many assets I’ve accumulated?

   4.     How ill my family cope in the days following my death?

   5.     Will they have enough money to live on until my estate is finalised?

   6.     How long will the finalisation of my estate take?

   7.     Who should I ask to look after my estate?


Why do you need a will:

Your will is one of the most important documents to be drawn up during your life. It contains important information about all the assets you have accumulated and worked hard for over the years, as well as your final wishes.

We will help you plan wisely for the future.  

How Easy is it to draw up a will?

It depends on the size and complexity of your estate as well as the number of beneficiaries you want to nominate. 

The best option is to keep it as simple and straight forward as possible.  

Please keep in mind that we need not be old before we need a will. No-one knows the time and hour that we will die. 

I have a Will:

That is great, but when was the last time you actually had a look at that will? Is it still relevant in your current circumstances?    


AFS supports the Fiduciary Institute of South Africa (FISA) on a wills education public relations programme in the weeks leading up to National Wills Week.  FISA aims to educate the public on the importance of having a properly drafted will and also to encourage the public to use a qualified professional to draw up their wills.    

For any queries in this regard, or if you require additional information, please contact me by replying to this email and we will make contact with you.

 
Have a great week and my all you plans pan out for you.

Wynand Louw (FIISA)