Start Planning Today with Our Estate Liquidity Calculator
We have developed a simple yet effective online tool that ensures your estate is covered by listing all your assets against your liabilities.
The first step in planning your estate is to identify any liquidity issues that could be facing your estate.
Our Online Liquidity Calculator takes just two minutes, but can truly save hours of heartache for your family by discovering potential problems that can be addressed today.
What Estate Liquidity Calculator stands for:
Transparent – No hidden T&Cs, charges or fees;
Respected – Only prepared with the professional standards you expect;
Understood – Keeping it simple and uncomplicated;
Secure – Your information is secure;
Time – Efficient and convenient at a time and place of your choosing.
Protect Your Family By Planning Your EstateWith Our Liquidity Planning Tool
This easy-to-use tool allows you to instantly assess the liquidity of your estate, saving your beneficiaries endless problems and pain in the future.
The Problem with Estate Liquidity
If you are one of over 50% of South Africans that do not have enough liquidity in your estate to cover costs once you pass, you are setting your family up for a wide range of financial issues when the time comes to execute.
Just because you may have assets including a home, vehicle, savings, and more, does not mean that you have enough to cover your liabilities combined with the high costs associated with passing.
Even worse, these mounting costs such as a funeral, legal fees, property valuation, outstanding debts, and executing a will must be paid in cash and upfront.
This means that if your estate does not have sufficient cash to cover, then your beneficiaries have to pay out of their own pocket.
Devaluing Your Estate
If your estate liquidity is not properly planned for, it means that your family will have to quickly sell off your home and valuables in order to raise cash.
Imagine, your valued treasures and house that you worked so hard for your entire life, all being sold at a discount just to cover liabilities.
In extreme circumstances, your family may even have to sell their own home in order to protect your estate.
ONLINE LIQUIDITY CALCULATOR
START YOU FREE LIQUIDITY CALCULATION BY CLICKING ON THE ICON BELOW
Ferdie Potgieter
ferdip@autogen.co.za
0823177720
Business improvement and management of various contact centers and support areas within Auto & General. Enhancing customer experience through enabling an engaged workforce. Defining and executing strategies to improve customer experience, business results and staff retention. I have the ability to build consensus and relationships among managers, partners, and employees.
TIH Advisory
Telesure Investment Holdings (Pty) Ltd (TIH), is the holding company of some of South Africa’s leading financial service providers. Our portfolio includes short-term insurers, a long-term insurer, health insurance as well as an insurance and personal finance comparison platform.
Contact me TODAY for assistance.
Want professional advice and someone to walk you through the process of setting up a professionally drafted Will, which caters for your personal wishes, and is financially sound in structure and liquidity?
I am here to help. You can work through the FREE online tools, and at the end request contact, or you can contact me now for immediate assistance on the details above.