Estate Planning
latest news & developments
Why most South Africans’ wills won’t protect their children’s inheritance
Around 70% of South Africans do not have a valid will. Here is why drafting a proper estate plan is essential to protect minor children and secure family inheritances.
The one call I was not ready for
A 41-year-old marketing director from Johannesburg faces the immediate financial and administrative chaos following her husband's sudden death, highlighting the critical gap…
Understanding the intersection between estate planning and family legacy
Transferring wealth successfully across generations is one of the most complex challenges facing wealthy families. Research shows that about 70% of wealth transfers fail, not due…
Wills Month: Planning for tomorrow
Secure your legacy through estate planning this September
11 – 15 September is National Wills Week: Seize the opportunity and safeguard your family’s financial future
The impact of not having a valid will in place can potentially change your family’s entire future
Estate Planning
Navigating estate planning: from pitfalls to peace of mind
Your will and guardianship
If you die without a will, you leave behind chaos, uncertainty and potential drama
Court frees Monroe’s image for the world
It is a decision one imagines the Hollywood star might well have embraced: Marilyn Monroe, according to a new legal ruling, belongs to everybody.
Who gets your retirement fund benefits when you die?
Be aware that retirement annuities, pension, provident and preservation funds differ from other investments.
Why you need to get your affairs in order
About 160 000 South African income earners die every year and another 52 000 suffer total and permanent disability.
Estate planning for your offshore investments
Nisha Ramnath of BoE Private Clients says there are key points to consider when planning your estate.
Estate pillage
Make sure you appoint a trustworthy agent, writes Maya Fisher-French.
Treasury changes its mind on estate-duty exemption
In trying to encourage South Africans to save, the Treasury has realised that it has unintentionally opened a loophole in the country’s tax laws.
Spring-clean your assets
There are four essential documents needed to protect your family when you die, writes Maya Fisher-French.