Page 4 - Nexia SAB&T Estate Planning Guide 2024

IMPORTANT NOTE AND DISCLAIMER

This guide is intended as an easy reference, pocket-sized guide for the estate
planner, and anybody involved in estate planning.
The information provided is a summary of some of the key estate planning
principles. Estate planning touches on many areas, and involves not only planning
for death, but also planning during your lifetime – from financial planning, health
planning, matrimonial property regime planning, income tax and business
planning, to offshore and retirement planning – all of which should form part of
any comprehensive estate planning exercise. The main thrust of this guide is to
provide the estate planner with an overview on how to plan his estate during his
lifetime, with the primary goal of transferring his wealth to his beneficiaries, so that
they receive the maximum benefit.
Many aspects of a comprehensive plan have been omitted due to limitations in
the length of this guide. These include disability planning, retirement planning,
insolvency planning, investment structuring, and offshore planning. All these
activities do form part of a comprehensive plan, and it is recommended that the
estate planner consult with his estate planning team for assistance to develop
strategies in regard to each of these activities.
Disclaimer
We recommend that professional advice be sought before making any decisions based on this guide’s
contents or when dealing with any matters relating thereto. The guide should not be treated as a substitute
for advice. Professional advice must therefore be sought in relation to any aspect referred to in this guide.
All references to the masculine gender shall include the feminine (and vice versa), and in particular, any
reference to testator or executor shall include testatrix or executrix.
While every care has been taken in the compilation of this guide, no responsibility of any nature whatsoever
shall be accepted for any inaccuracies, errors or omissions.

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