Estate Planning


Plan For Your Future

This service aims to ensure that your family enjoys the maximum benefits from your assets during your lifetime. It makes certain that after your death, there are sufficient assets or capital in order to meet the cash flow requirements of the deceased estate, dependants and family; and gives effect to specific bequests in terms of your Last Will and Testament.

1.618 Financial Services are registered brokers for:

capital legacy

Estate Planning involves making plans for the transfer of your estate after death. Your estate is all the property that you own – this can include cash, clothes, jewellery, cars, houses, land, retirement, investment and savings accounts, etc. Estate Planning usually has several objectives and goals which include:

  • Making sure most of the estate is transferred to your beneficiaries
  • Paying the least amount of taxes on your estate
  • Assigning guardians for minor children (if any)
  • Setting up of trusts for your children and family

Regardless of your net worth, it is important to have a basic estate plan in place. An estate plan makes sure your family and financial goals are met after you die, and must be reviewed on an on-going basis in the event of:

  • Accruing and / or creation of assets
  • The use of these assets during your lifetime
  • The final division of these assets during your lifetime or at your death

Some important terms to know for estate planning purposes:

Will: A Will is a legal document that lays out the fate of your property and all other assets after your death. It states who receives your property and assets and in what amounts.

Power of Attorney: Power of attorney gives a person or organization the legal power to handle your affairs when you’re unable to do so. The person or organization you appoint is referred to as an “attorney-in-fact” or “agent.”

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