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/ 7 November 2007

Protect your heirs

Estate planning is not only about the accrual and use of your assets during your lifetime — it also involves the final division of your assets at your death for the benefit of your family. To ensure that you successfully transfer your wealth from one generation to the next, it is important that you plan appropriately and by means of professional advice.

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/ 9 October 2007

Choose your executor carefully

When writing up your will you need to elect an executor, someone who will manage your affairs when you die to ensure the wishes in your will are carried out. This might involve the sale of your assets and management of your investments until the estate has been wound up. The executor has signing power over your cheque book and no one else has control during the winding up of the estate. Who do you trust enough to do this for you?