Estate Planning Manual – Choletsa Capital

The Purpose of this Estate Planning Manual:

To make available to you the consumer of financial products and services, information that arms you with the basic understanding of the concepts and structure of a deceased estate, including the process of unwinding it so that when seeking financial advice, you do so readily enabled to interact meaningfully with your professional financial adviser.
To highlight the importance of estate planning in your personal financial planning effort.
To give you the tools that will enable you to protect your estate and ensure that only those you want to benefit do so optimally.
To bring to the fore ways and means of managing the costs and time born by the process of unwinding an estate.
To ensure the protection of your business continuity.

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