Estate Planning

An individual’s estate comprises the assets accumulated (taking liabilities into account) over a lifetime and that will remain at death. Estate planning is the process whereby the necessary planning is done for the management of these assets and liabilities, with the aim to preserve, increase and protect the assets during the estate planner’s life and to ensure a beneficial redistribution thereof at death.

 

Visser & Partners understand that estate planning is a fluid process with no one final product, but rather something that needs to be reviewed, reconsidered and adjusted at various junctures in an individual’s life. The team bring the necessary expertise and empathy to this area of specialisation to ensure the best possible outcome for the estate planner and his/her family.