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JP Roux

Capital Rock
Estate Planning

Contact Information:

7530
ZA
T: 084 5818981
F: 0866660223
jproux@sanlam4u.co.za

Years in Business:

 

6

Clients I'm Seeking:

 

I am seeking clients that needs information regarding Senior level Estate Planning. Eg. Making sure the structure is Set-up to Minimize Estate Duty,CGT and executor fees.

About My Business:

 

You don’t need to be wealthy to have an estate plan in place. There are several questions that you could ask yourself when you are wondering if this is right for you. These include: Does the combined amount of assets you have and the gifts you have given exceed the allowable amount of applicable exemption? Does it matter who receives any of your possessions and assets after you die? Would you like to maximize the value of your total estate? Would you like to minimize the amount of taxes your heirs have to pay on any assets they receive from your estate? Does it matter who gets custody or guardianship of your children? Do you want your children to receive their inheritance after they reach a certain age? If you answered “yes” to any of these questions, then you do need to consider estate planning.

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