Fiduciary Services
Fiduciary services involve managing assets or financial affairs on behalf of clients, ensuring their interests are prioritized above all else. These services are often provided by financial advisors, trustees, or estate managers who act with a duty of care and loyalty.
Wills and Last Statement
A will is a legal document that specifies how an individual’s assets and estate should be distributed upon their death. It ensures that the deceased’s wishes are honored and provides clarity to beneficiaries.
Why is having a will important?
A will ensures your assets are distributed according to your wishes and can help prevent disputes among beneficiaries.
Can I update my will?
Yes, you can revise your will at any time to reflect changes in your circumstances or wishes.
Do you have a will?
It is recommended that you have a will and its personally reviewed click on REVIEW WILL for our team to contact you.
Estate Planning
Estate planning is the process of organizing and managing an individual’s assets during their lifetime to ensure efficient transfer to beneficiaries after death. It aims to minimize taxes and legal complications.
What does estate planning involve?
It includes creating wills, setting up trusts, and making arrangements to manage your assets during your lifetime and after death.
Who should consider estate planning?
Anyone with assets or dependents should consider estate planning to ensure their wishes are fulfilled and loved ones are protected.
Do you have a will?
It is recommended that you have a will and its personally reviewed click on REVIEW WILL for our team to contact you.
Trusts
A trust is a legal arrangement where one party (the trustee) holds and manages assets on behalf of another party (the beneficiary). Trusts can provide tax benefits and protect assets for future generations.
What are the benefits of setting up a trust?
Trusts can offer tax advantages, protect assets from creditors, and ensure assets are managed according to your wishes.
Can I be both a trustee and a beneficiary?
Yes, it's possible to be both, but it's essential to structure the trust properly to avoid conflicts of interest.
How can I setup a trust?
First Sun will need to do a needs analysis for you. Click get a qoute for further info.
Wills Custody and Estate Administration
This service involves the safekeeping of wills and the management of a deceased person’s estate, including distributing assets to beneficiaries and settling any debts or taxes owed.
Where should I store my will?
It's advisable to store your will in a secure place, such as with a fiduciary service provider, to ensure it's accessible when needed.
What is involved in estate administration?
It includes validating the will, identifying and valuing assets, paying debts and taxes, and distributing the remaining assets to beneficiaries.
How are Wills Custody & Estate determined?
First Sun will need to do a needs analysis for you. Click get a qoute for further info.
FIRST SUN ALLIANCE
FSA was incorporated in 1999 in Botswana as an Insurance Broking company under the provision of the Botswana Insurance Act.