While previous episodes have focused on building wealth, this time we’re shifting the conversation to succession planning and creating intergenerational wealth. How can you protect your family while ensuring your assets benefit future generations?

Joining us is fiduciary expert Moremadi Mabule, who sheds light on wills, estate planning, and the crucial yet often-overlooked tax implications that arise upon death.

Estate planning isn’t just for the wealthy—it’s about making sure your hard-earned assets are effectively passed on. Moremadi breaks down critical aspects, such as estate duty and executor fees, which can reach up to 4% of your estate's value. She also shares practical strategies for reducing these costs, including negotiating fees and planning for taxes.

We also discuss the importance of updating retirement fund nomination forms and understanding how these benefits are treated differently from other estate assets. Moremadi explains how tools like testamentary trusts and beneficiary funds can safeguard your children’s inheritance and ensure it’s managed responsibly. Additionally, we delve into selecting a guardian for your children and structuring your will to provide for them financially.

Lastly, we touch on the value of a living will—an essential document that communicates your wishes should you become incapacitated.

Join us for this eye-opening episode, where we outline the steps to secure your legacy and ensure your wealth supports the people who matter most.