What many people overlook is that estate planning extends far beyond having a signed will in place.
2024
December
- 4.
November
- 12.In South Africa, a POA automatically terminates if the principal becomes mentally incapacitated.
October
- 22.In SA, where economic challenges are prevalent, teaching financial literacy to the next generation is vital.
September
- 16.Every financial decision is a trade-off between today’s wants and tomorrow’s needs, says Jason Appel, financial planning specialist at Chartered Wealth Solutions.
August
- 15.Finding a balance that supports your loved ones while securing your financial future is possible.
July
- 29.Financial maturity means understanding the value of money, making informed decisions and feeling comfortable with financial responsibilities, says Stephanie Ferreira, financial planning specialist at Chartered Wealth Solutions.