Integrated Estate Planning
Insurance in Sandton

We believe that Estate and Financial Planning is of such importance that it cannot be done over the Internet and that personal consultations with clients are essential in order to provide an Integrated approach to one’s financial affairs.
Integrated Estate Planning is an Estate and Financial Planning Company with a philosophy of looking at one’s Estate and Financial Planning from an holistic point of view.

Experience has shown that when one forms a Trust it is often not used to best effect purely because the Trustees do not know how to use it. The reason is that when the Trust is formed all that is given to the Trustee or client is the Trust Deed. At Integrated Estate Planning we are not in the business of just forming Trusts but like to get involved in your entire Estate Planning. Form the Trust or a number of Trusts depending on requirements. We would move all your Personal Assets into the Trust via agreements of Sales and Donations. Household Furniture, Time Share, Unit Trusts, Shares, Cash etc. This Analysis looks at what Liquidity you have in your Estate to not only pay for your Death Bed Expenses like Estate Duty, Capital Gains Tax and Executors Fees but also how much Cash or Assets are there in your Estate in order to create sufficient Income for your family. we give detailed instructions on how to draw up Resolutions as well as how to Buy or Sell Assets in the Trust. How to open Banking Accounts as well as what to do when replacing Trustees. All our clients have access to Professional Advice at night and on weekends with regards not only the Trust but any aspect of your Estate Planning. An Attorney will form a Trust for you, however in 99% of the cases they will not get involved in your Tax restructuring or have a look at what Liquidity there is in your Estate. He does not look at what Liquidity there is in your Estate to pay for your Death Bed Expensed or look at restructuring your affairs from a Legal point of view. The Financial Planner only looks at what Liquidity there is in your Estate to pay for your Death Bed Expenses but does not get involved in restructuring your affairs from a Legal or Tax point of view. Integrated Estate Planning specialises in providing expert advice on Trusts and Estate Planning. We believe that when forming a Trust one needs expert face-to-face advice. We recommend you take advantage of our Free Consultation.