Estate Planning « Allan Duff

Your financial future is now

By allanduff, on November 28th, 2011%

A meeting with a financial adviser is the first step on the road to financial independence…… Without a sense of priorities, you’ll have limited success in planning your budget. . . . → Read More: Your financial future is now

Christmas bonus, or is it year end bonus?

By allanduff, on November 7th, 2011%

Many people complain about their bonds and car payments, but often their credit card instalments add up to more than their car payments. . . . → Read More: Christmas bonus, or is it year end bonus?

Special Trusts in financial planning

By allanduff, on October 19th, 2011%

Children with mental or physical disabilities need special care which can be provided either at home with specialised care-givers or at specialised institutions, both of which come at considerable costs. . . . → Read More: Special Trusts in financial planning

A special trust is a trust created

By allanduff, on October 19th, 2011%

The use of a testamentary trust for minors is a must in every estate plan – particularly on the simultaneous death of both parents, or if the parents are divorced – on the death of either of the parents. . . . → Read More: A special trust is a trust created

Trusts can still have advantages

By allanduff, on September 30th, 2011%

The benefits of setting up a trust revolve around the fact that it can prevent one person from misusing a legacy or assets . . . → Read More: Trusts can still have advantages

Before you tie the knot

By allanduff, on September 1st, 2011%

As a married couple, you’ll need to take each others’ financial needs into consideration. So before you tie the knot, it’s important to set aside time to talk about money matters. . . . → Read More: Before you tie the knot

Financial security a tougher goal for women

By allanduff, on September 1st, 2011%

“Women have to realise that they should establish a relationship with a professional financial adviser who must be part of their lives just like their hairdresser.” . . . → Read More: Financial security a tougher goal for women

The modern woman and her finance

By allanduff, on August 19th, 2011%

Women actually need more money in retirement than men because they live longer. Yet not only do women earn less, they also save less. This results in women being far more financially vulnerable than men in retirement. . . . → Read More: The modern woman and her finance

Linked life annuity vs fixed annuity?

By allanduff, on August 19th, 2011%

Never let us believe we are invincible and shall not require a back up to ourselves. We all need some form of back up support. . . . → Read More: Linked life annuity vs fixed annuity?

Change behaviour to solve the retirement riddle

By allanduff, on August 17th, 2011%

…… the research shows that members are still not accepting responsibility for their own savings – and that many members aren’t even aware that they carry this risk,” observes Dawie de Villiers, CEO of Sanlam Structured Solutions. . . . → Read More: Change behaviour to solve the retirement riddle

Allan Duff