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Estate Planning

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Collaborative Approach to Estate Planning

Estate planning is a legal and effective method of making arrangements to dispose and manage your estate at death through the use of wills, trusts or other devices. It is not just for the wealthy or those who are on the verge of death. With proper estate planning, you can decide how you want your assets to be owned, managed and preserved during your lifetime and to be disposed when you pass on.

VKA Wealth Planners and its team of financial consultants are equipped with considerable knowledge to help you plan your estate.

We will help you understand the following:

The need for a will
What happens when you are predeceased?
Who do you want your assets to go to when you pass on?
What proportion do you want to give away?
Why the need to create a trust in your will?
What is the interstate succession i.e. dying without a will?
What to look out for when preparing a will?
How can you protect your assets from creditors?

Step-by-Step Guide

Step 1

Discover

Generating asset inventory checklist to have a clear overview on the current available distributable assets

Step 1

Step 2

Determine

Identifying beneficiaries according to client’s wishes as well as to maximize the benefit of those people that client cares the most

Step 2

Step 3

Gathering

Determining as to whether the estate distribution should be written together with or without certain degree of control

Step 3

Step 4

Identify

Allocating different estate distribution to different preferred beneficiaries

Step 4

Step 5

Understand

Appointing the right executor / trustee to ensure a smooth asset distribution process to minimize or eliminate conflict during asset distribution

Step 5

Step 6

Source

Identifying (2) appropriate witnesses to sign on the final will together with the testator (the client)

Step 6

Done

Your Assets are Now Protected & Family Finances is Secured

VKA’s Financial Advisers will update the client from time to time, to ensure that the written Will is up-to-date

Done

Our complete range of estate plans.

Asset Protection

Family Protection

Inheritance Planning

Succession Plannig

For Corporate

Time waits for no person, so don’t be complacent. Discuss your estate planning objectives, concerns and fears with our advisor so that together you can develop a plan, applicable to your unique financial situation and needs, for effectively transferring wealth to your beneficiaries.

VKA Wealth Planners is all about helping you build your Financial Bridge for Life. We have the expertise to effectively and efficiently manage and distribute your assets.

Your Financial Bridge for Life

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