Wealth Debrief Exchange – Bad Estate Planning Can Undo Good Financial Plans
Автор: Old Mutual
Загружено: 2025-08-17
Просмотров: 163
Описание: Conversations with planners across South Africa reveal the hard truth that robust estate planning isn’t optional, it’s essential for protecting generational wealth. In this episode, David Veary and Tiaan Herselman CFP® unpack a “silent crisis”: 90% of people say having a will is important, but over 70% of working South Africans don’t have one. They also explore how overlooked details like marital regimes, offshore holdings, estate liquidity and non-South African beneficiaries can derail even the best financial plan. Watch this interesting discussion to understand why estate planning needs to be part of every financial conversation.
Повторяем попытку...
Доступные форматы для скачивания:
Скачать видео
-
Информация по загрузке:
