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
Deon Nel
reincor@icon.co.za
0826566660
Professional Profile: ? Certified Financial Planner (CFP®) and Registered Tax Practitioner (GTP) ™ with 35+ years of experience as an Estate and Investment Advisor ? Specializing in Business Valuations, Exit Strategies, Contingency Planning, Executability of Last Will and Testament, Inter-Vivos Trusts, Testamentary Trusts as well as Investment Planning (Local and International) ? Possess comprehensive knowledge of Valuation of Businesses and Professional Practices with the focus on Income Tax (Capital Gains Tax) and Estate Duty, the applicable Acts and Case Law ? FSB License 13835 (CAT1) Professional Experience: Sanlam Financial Advisory Services Financial Advisor, June 1986 – June 1988 ? Estate and Investment Planning in the Professional Market (PPS) Reincor Beleggings CC Member, June 1988 - present ? Valuation of Companies and Practices based on principals and calculations compiled by Dr. John Hendrikse ? Do the necessary Capital Gains Tax en Estate Duty calculations ? Test the Liquidity of Estate and Executability of Last Will and Testament ? Confer with clients to discuss their needs and goals in terms of Exit Strategy from business due to voluntary Exit (Retirement) or Compulsory Exit (Death and Disability) ? Assist clients with Contingency Planning and implementation ? Assist clients with their personal Risk Profile and Financial Investment Needs ? Implementation and Management of Investment Strategies for short, medium and long term Distribution Partner: Altrisk (Hollard) ? January 2000 – 2012 (Life products to 1270 Brokers, Commission t/o ± R 15 mil p.a.)
Reincor Investments
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.