Ensure retirement products are an integral part of your estate plan
RAs and living annuities usually fall outside the deceased estate, which means the proceeds will not be tied up while the estate is finalised.
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The importance of having a valid will and proper estate planning
Without a legally sound will, an estate is distributed under intestate succession laws, which may not align with your wishes. Make sure your family is protected by drafting a will with the help of a financial adviser.
