Get your affairs in order during National Wills Week

It is difficult to confront our mortality, but the fact is that we are all going to die one day and leave our loved ones behind. As a result, it is important to create a financial plan that makes provision for our dependants. Jaya Leibowitz discusses the tools and financial products that can help you to do this.

Overwhelmed by the idea of death, many investors overlook the importance of good estate planning when thinking about their broader financial plan. Failing to think about what will happen to our assets when we are gone can have dire consequences for our loved ones. When considering estate planning, it is important to understand the death claims process for each of your investment products and make sure that you have taken the necessary steps to make the process as easy as possible for those you will leave behind. 

Our top tips for getting your affairs in order

Full article: https://www.allangray.co.za/latest-insights/personal-investing/get-your-affairs-in-order-during-national-wills-week/

September 09 2022 By Jaya Leibowitz - Allan Gray