Category: Fiduciary Services

Is a Living Will a Will?

by Pieter Venter, B.Iuris, CFP® It is widely known that a Will can be a highly effective estate planning tool. Over and above a valid last Will and Testament however, there are

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Impetus Wealth Advisors - What is a Letter of Wishes

What is a Letter of Wishes?

by Pieter Venter, B.Iuris, CFP® What is a letter of wishes and where does this fit in? To answer this it should be noted that a letter of wishes is not a

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Impetus Wealth Advisors - The importance of the executor of an estate

Death and Taxes

by Martin de Bruyn, CFA, CFP® It has become increasingly easier to invest money abroad over the years. This is still Treasury’s intention but there are no guarantees offered for the future.

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