Estate planning is an important part of any financial portfolio. With the correct guidance and expertise, leaving a legacy for your loved ones can be done in the most professional, sensitive and respectful of ways. Join us as we help you, our valued advisers, learn how to better navigate the conversations you have with your clients. In this series, Bruce Whitfield chats to leading experts and professionals for insights on all the important components to consider for a well-rounded, hassle-free plan, as well as learning how to better understand the ‘human side’ of it all. After all, estate planning is as much about human lives as it is about assets and money.
What does estate planning entail and why is it so important? Tune in to find out about the key components of an estate plan and so much more from Head of Legal Services, Harry Joffe and Financial Adviser, Claire van Wyk.
How should you go about preparing yourself and your family for life’s biggest ‘what ifs’? Nikki Bush and Discovery certified financial adviser, Onalenna Disipi chat through all the necessary details to remember.
When it comes to estate planning, the law has a considerable impact on the decisions we can make about our assets. Head of Legal Services, Harry Joffe shares some valuable insights.
Season 1 / Episode 4
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