Estate Planning

The estate planning process is one of the most important steps to ensure sufficient funds are available for various needs. It involves the structuring of assets in the most tax effective way in order to ensure protection and preservation of assets from one generation to the next.

This Includes:
Drafting of Wills, Life Insurance, Disability, Insurance, Severe Illness Insurance, Funeral Cover

Drafting Of Wills

A last will and testament is one of the most important documents that will form part of your Estate Planning exercise as it will state how you would like your assets to be distributed. A carefully structured and written Last Will and Testament can meet many of your goals. There are very few limitations to the freedom of the testator/testatrix to dispose of the property as he/she sees fit. We at TaylorMade Wealth management will assist you in drafting a comprehensive will for you and your family.

Life Insurance

Life insurance is a means of insuring yourself against death to ensure your family is financially secured. Life Insurance will give you the peace of mind that you and your family are looked after. It is important to ensure you have sufficient cover in place to cover debt, leave legacies as well supplementing your income for your family to ensure the same life standard. We at TaylorMade Wealth management will assist you with a comprehensive analysis to ensure you are sufficiently covered.

Disability Insurance

Disability insurance is a means of insuring yourself against disabilities to ensure your family is financially secured when you are no longer able to earn an income. Disability Insurance will give you the peace of mind that you and your family are looked after. We at TaylorMade Wealth management will assist you with a comprehensive analysis to ensure you are sufficiently covered.

Severe Illness Insurance

We never think a critical illness is going to happen to us, especially when we feel fit and healthy, but it can and does happen to people of all ages. If the worst does happen, it’s important to make sure you’re financially protected against the impact a critical illness could have on you and your family.

We at TaylorMade Wealth management will assist you with a comprehensive analysis to ensure you are sufficiently covered.

Funeral Cover

Planning ahead and having the right funeral cover must be carefully considered, especially if you think of the financial burden that this can place on the family you leave behind. A comprehensive funeral cover will give a family the opportunity to celebrate the life of the loved one. We at TaylorMade Wealth management will assist you with a comprehensive analysis to ensure you are sufficiently covered.

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8 Eastwood Ridge,
20 Eastwood Ave,
Randpark Ridge,
Randburg

Office Hours:
Monday - Friday, 08:00 - 17:00

Closed Saturdays, Sundays, and Public Holidays

 

Authorised Financial Services Provider: License Number 46182