Videos

Momentum talk Wills

Jeanette Marais, CEO of Momentum Investments discusses the importance of a well-drafted will and provides some tips on how to achieve this.

These are some of the helpful suggestions she touches on:

Be as practical as possible and talk with your family when planning your will.

A will is a legal document so be sure to get expert advice.

Have enough money for estate duty and executor’s fees.

If you inherit money, get a financial adviser to help you create a plan for that money.

https://www.youtube.com/watch?v=fBF64Cw5YeU&feature=youtu.be

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