Weighing who gets your life insurance - your spouse or a trust?
One of the simplest yet ultimately most complex decisions you face when you take out life insurance is who to nominate as a beneficiary...
Getting My Life Back On Track Financially
SPRING CLEAN YOUR FINANCES UNDERSTAND YOUR CURRENT POSITION – GET IT ALL TOGETHER KNOW WHAT YOU SPEND Review your bank statements for...
10 Important Facts To Know About Your Will
Only an original and signed Will is valid The Master may decline your choice of Executor, the co-appointment of an approved professional...
September Is Wills Month - Get Yours Free Today
Why Do I Need A Will? Ensure your inheritances go to the loved ones you intend on benefitting Can protect your Children’s inheritance...
Do you have enough money to pay for Estate Duty?
It’s a little ironic that even in death the bills keep rolling in (and let’s include death tax as the final bill you need to pay). It...
Don’t let a careless estate plan undo a lifetime of saving
Savings Month is here and as we see every July, many South Africans are taking the opportunity to review their savings habits and...
Fees and taxes on life policy payouts
Taking out life assurance remains an effective strategy for generating a substantial amount of capital to provide for loved ones upon...
If you die insolvent, what happens to your life insurance policy?
Anyone with dependants should take steps to provide for them financially, in the event of his or her death. Of vital importance in this...
How to deal with cryptocurrencies in your estate planning
With the rise in popularity of cryptocurrencies, and more particularly, Bitcoin, the question which isn’t immediately thought of by...
Why trusts need to appoint an independent trustee
When there isn’t one, the whole structure can be declared invalid or void. An independent trustee gives validity to the trust and ensures...
