Some Factors to Consider in Estate Planning

  • Marital status (married, divorced, partner, etc.)
  • Marital regime (in community of property, with accrual, etc.)
  • Terms of the ante-nuptial contract (especially if married with accrual)
  • Children from previous marriages
  • Minor children or disabled beneficiary
  • Asset types (business interests, fixed property, etc.)
  • Insurance policies (values and nominated beneficiaries, type of policy)
  • Liquidity of the estate
  • Possible Estate Duty liability
  • Possible Capital Gains Tax liability
  • Offshore assets (type of asset and country where it is situated)


Contact us for assistance in planning your estate to best suit your needs.