Estate planning webinar

 

Avoid financial disasters for your loved ones

 

With our globally integrated wealth management advice, you can connect all your financial decisions today to the future you want for yourself and your loved ones. Your advisor can connect you to specialist fiduciary expertise and services to structure and transfer your wealth.

At our recent estate planning webinar, award-winning speaker and presenter of the Kaya Bizz radio show Gugulethu Mfuphi led a panel discussion about the importance of estate planning and why you need it to avoid financial disasters. The speakers unpacked this topic while touching on examples of real-life scenarios.

Scroll down to watch a recording of the webinar.

 

Important documents
 

 

Webinar questions and answers


During our recent How to avoid financial disasters for your loved ones webinar a number of interesting questions were raised by attendees, some of which we could not answer at the time. 

Click here to read the responses to these questions.

 

Watch these short video clips

 

Each clip depicts a real-life scenario showing how proper estate planning could have saved the day.

 

Every family is unique.
Are you married with children who are not biologically your spouses’? Does your spouse know about your other family? Watch this video to see how you can plan to take care of everyone you love during and after your lifetime.

How can you plan so that your business is protected?
Sometimes, the very thing that's meant to unite a family, can tear it apart. How can you plan so that your business and wealth are protected from family conflict, especially when you are no longer around?

Do you have a current plan for your international wealth?
Do you have a current plan for your international wealth and for when you are no longer around? Watch this video for practical tips about what you should be doing now to give effect to your wishes.

How can you avoid financial disasters for your loved ones?
Nobody likes talking about or thinking about death. But if you don't have a plan, you'll cause unnecessary hardship for the people you love. Watch this video to understand how we can all avoid financial disasters for our loved ones.

Avoid financial disasters for your loved ones
1 September 2022

During the discussion, panel members Tracy Muller, Head of Fiduciary Advice at Nedbank Wealth Management (SA); Nikki Bush, Speaker, Author and Human Potential Expert; Lesego Vilakazi, Manager of Wills Drafting at Nedgroup Trust; Portia Khoabane, Regional Head for the Gauteng region at Nedbank Wealth Management (SA); and Moeketsie Mooko, Head of Estates (Gauteng) at Nedgroup Trust, shared their insights into various aspects of the estate planning process, such as the drafting of wills and trusts, and how the careful structuring of such documents helps prevent future financial and/or legal complications. 

Estate planning doesn't have to be complex
15 September 2022


We followed our Estate planning webinar, with an in-depth session, where our fiduciary specialists shared some tips on how to ensure that your estate is structured optimally in a modern world, both during and after your lifetime. If you’ve missed it, watch the recording to benefit from insights and expertise from our panel.
 

Click on the play button to watch a recording of this webinar now.

Want to know more?
 

  • Contact your wealth manager.
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