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ESTATE PLANNING

From wills to living wills, trusts and powers of attorney, you can rely on our attorneys’ support. We create custom estate plans that serve your needs and protect what matters most.

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HOW WE CAN HELP

Professional Estate Planning Services

GENERAL ESTATE PLANNING

Our General Estate Planning services include: A thorough discussion of your particular circumstances, identifying your goals and wishes, a review of existing documents, establishing an appropriate structure for the ongoing management of your affair, arranging a will & reviewing existing wills.

ADMINISTRATION OF DECEASED ESTATES

With each passing year, the management of deceased estates becomes more complex, requiring more legal and taxation knowledge. Our staff of qualified Estate Administrators is available to ensure that you and your family are not only protected, but also that the estate is settled quickly and with as little disruption as possible.

CAPITAL GAINS TAX (CGT)

At Nielen Marais, we specialise in dealing with capital gains tax and other related income tax issues. We ensure that the correct procedures are followed to create a valid will, and the will is kept in our securities free of charge.

TRUSTS

Trusts have many advantages and play a crucial role in estate planning. Learn how trusts can protect your assets and children from creditors and other claimants.

TAX EFFICIENCY

Flexible and tax-effective Trusts to aid your estate planning.

HASSLE FREE

Nielen Marais Incorporated ensures the smooth winding-up of your estate.

TAILOR MADE TRUSTS

Get personalised contracts tailored specifically to your individual needs.

ESTATE PLANNING FAQ’S

Have a legal question? Read our FAQ section, or ask your own questions here.

Why do I need to plan?

Estate planning allows an individual to decide exactly who will benefit from their estate, and to what extent. It also ensures that the estate will not be destroyed by taxes imposed on the transfer of assets at death.

What is my "Estate"?

An estate consists of all property owned at death before it is distributed by will, trust, or intestacy laws. An estate may contain both real property (real estate, including houses and investment properties) and personal property (all other property, including bank accounts, securities, jewelry and automobiles).

What are the benefits of estate planning?

The most common types of business structures are:

  • Sole trader
  • Company
  • Partnership
  • Trust

If you are thinking of starting a business, you will need to look at the advantages and disadvantages of each different business structure and work out which structure best suits your needs. Before deciding which business structure to use, it is important you seek advice from a professional business adviser, a lawyer or an accountant.

When is the right time to consider estate planning?

There’s no clear answer to that, but even a single, 30-year-old millennial should have a Will, Health Care Proxy and Durable Power of Attorney in place. You need to prepare for the unexpected, and you want to take care of your family. If you have children or significant assets such as a house, property, investments, retirement accounts and other financial accounts, you will want to have an estate plan. Please don’t procrastinate. Your loved ones will thank you.

PROFESSIONAL ESTATE PLANNING SERVICES YOU CAN TRUST

We take care of all your estate planning needs, ensuring that your wishes are respected in case something should happen to you.