This week I sit down with Marisca, a tax expert, to unpack trusts and estate planning in South Africa. We chat about when a trust makes sense, common mistakes, and how to plan ahead to protect the wealth you leave to your family.
Timestamps:
00:00 Episode highlights
00:44 Meet Marisca
01:58 Estate planning mistakes and asset ownership
06:23 Taxes, wills and estate costs
10:25 Estate planning for business owners
15:34 Life insurance and beneficiaries
19:39 When trusts make sense
25:13 Trust distributions and administration
32:37 Moving assets into a trust
36:44 Structuring your wealth for the future
43:02 Final thoughts
Disclaimer:
All content I share is educational in nature and does not constitute financial advice. Any calculations or returns referenced are based on historical figures, future returns are not guaranteed. All information shared is market sensitive and subject to change as markets and economic conditions evolve. Personalised one-on-one advice is available exclusively to my Invest with Confidence Executive students through direct consultation calls. I am authorised to render financial services, including advice, under Wealth Office (Pty) Ltd, FSP 54904.
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By: Money with Carla
Title: Estates and Trusts (Tax Expert Is Back!)
Sourced From: www.youtube.com/watch?v=naOlsRWRPcs
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