- 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.