Integrated Estate Planning, Sandton

In essence we do the following for our clients:.
Look to see if your Financial Affairs should be structured around the use of a Trust or a number of Trusts.
We make sure that the Tax structures that are set up are correct and work in line with your objectives as well as making sure they comply with the law.
A full Liquidity Analysis is done in order to make sure that there is sufficient Liquidity/Cash in your Estate in order to pay of all Liabilities on your death as well as to create the required income that you would like your family to live on. This is a 20 page report looking at your Life, Lump Sum Disability and Dread Disease Cover as well as your Income Protection Cover. It also looks at the amount of Estate Duty and Capital Gains Tax you would have to pay on death as well as your Retirement Planning.
We teach Clients how to use their Trust by giving them a Trust Education File/Instruction Manual on the Trust/s. This is given in Hard Copy and Electronic format and is specific to each Trust.
Clients have access to Mark Fuhr CFP 24/7 in order to obtain professional advice on Trusts, Estate and Financial Planning.