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...
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...
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...
Free Will Drafting - September Wills Month
September is national Wills Month. As a added value service and giving back to the community, I am offering a free drafting of your will...
Why Use An Endowment Policy To House A Trust
In many instances a trust has been an effective estate planning vehicle, particularly to reduce an investor’s personal estate by...
Your estate plan should evolve as your life changes
Estate planning involves the efficient distribution of your assets when you die and helps to prevent potential liabilities and problems,...
The Importance Of A Will
Did you know that approximately 86% of South Africans haven’t made plans for their death? For some reason setting up our last will and...
Loans to trusts: problems on the horizon
A common approach to estate planning is to make an interest free loan to a local trust, to enable the trust to fund assets (ideally...
How (Not) To Draw Up A Will
JOHANNESBURG – It might be easy to argue that a will is an unnecessary document, especially if it won’t make any difference to the...
