Are you an Heir to an Estate?
“I normally advise clients to report the estate as soon as possible after the death occurred or funeral was done, or at least inform the Executor of the death, and enquire whether they need any information from the heirs. When the heirs do not live close by, it can become very difficult to get hold of the information, ” said Elna Brink Senior Wealth Manager at Capricorn Asset Management (CAM). In previous topics on the Future Invest Show, Elna spoke about the most common mistakes people make when drafting a Will.
This week in Episode 15 she answers questions that people tend to ask about Estate Planning. Elna focusses on:
– When to report an estate,
– Information heirs need to provide to an Executor,
– The rights of an illegitimate child,
– And much more….
-Article and Interview by Maggie Forcelledo