Trustees For The Futue
Investment Services in Potchefstroom
Address19 & 21 Totius street. Potchefstroom. North West. 2531
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What you should know about Trustees For The Futue
We will guide and assist you to shape your estate plan to ensure that it will be more than just a transfer of earthly possessions at your death, but a legacy that will benefit and protect your loved ones for generations to come. Estate planning is an exercise that ensures that all your property and deemed property is properly, effectively and as efficiently as possible (tax and otherwise) transferred to your loved ones upon your death per your wishes. (for example, by reduced executor fees that are pre-agreed upon) Ensure that your heirs will enjoy maximum benefit from the legacy you have left behind and that the provision made for them is adequate and sufficient. It is important that you review your plan at least on an annual basis to ensure that it is still in line with your wishes, needs and objectives. A Trust in particular instances that complies with legalities and of which the trust deed are customized according to its purpose. Planning the administration of Trust assets to benefit the right Beneficiaries. A declaration of what a person wishes to happen with his property after his death. Ensures that your property gets divided between the nominated heirs of your choice. Gives you the opportunity to nominate a competent Executor of your choice and negotiate the excutor’s fee upfront and at discounted rates. Protection of assets and provision of income for generations to come. We register the trust for you at the relevant Master’s Office and once we receive the Letters of Authority we hand it over to you for further administration. There are plenty advantages in having an expert act as an Independent Trustee on your trust, the biggest being the expertise in structuring transactions in the best interest of the trust and its beneficiaries, making sure every aspect has been considered with regard to legal and tax implications. Our expert trustees will then manage this trust to make sure that the legacy of their parents will live forever by completing the objective for which that trust was meant for. You can always put a trust under administration with us where there are beneficiaries not capable of making sounds financial decisions. A Curator bonis is appointed when someone is not capable to manage their own funds. The Curator is appointed by the Master of the High Court and must report to the Master of the High Court for every transaction in the estate. Annual Curator’s Accounts must be submitted to the Master of the High Court. The purpose of the Special Trust is to maintain the beneficiary with the special needs. It is important to have Trustees who understand the beneficiary’s needs, who understand how to budget and invest and understand the law related to Special Trusts. The executor plays an integral role in ensuring that the process is handled professionally and efficiently. From registering a brand new company to keeping your annual returns up to date, our Company Secretarial Services can assist you with all your corporate needs. We specialize in the customization of your Company’s Memorandum of Incorporation to be structured appropriately to be aligned with shareholder agreements and other related matters. Let our experts review your current Will, Trust, Estate or Buy and Sell Agreement for you and let you know if any changes need to be made, ensuring your peace of mind when it comes to your legal documentation. Times change and our experts are up to speed on all matters affecting your Will, Trust, Estate or Buy and Sell Agreements.