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Life Insurance / Estates & Wills

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The state of wills in South Africa

The state of wills in South Africa

09 June 2025

Financial advisors play key roles in shaping South Africans’ future financial security, yet a glaring gap remains in one of the most fundamental aspects of personal finance: will drafting.

Complex Scenarios for Retirement Fund Trustees When a Member Passes Away

Complex Scenarios for Retirement Fund Trustees When a Member Passes Away

03 June 2025

When a member of a retirement fund or group life benefit scheme passes away, and they had dependents who are still minors (under the age of 18), these children are often left the most vulnerable and financially exposed.

A Willful Shift: New Data Shows Increased Growth in Estate Planning

A Willful Shift: New Data Shows Increased Growth in Estate Planning

30 May 2025

Just a few years ago, most people still thought that a last will and testament was only for the wealthy or elite. New research shows that ongoing consumer education is paying off as more and more people start to understand that getting their wills drafted is an important and essential step in securing their legacy and their family’s future.

‘I’ve got you’: Why South African youth prioritise funeral cover

‘I’ve got you’: Why South African youth prioritise funeral cover

29 May 2025

When many young South Africans enter the job market, they do so with more than their own dreams in tow. Their families have often made significant sacrifices to get them there, with the unspoken expectation that, once employed, they’ll help uplift the household financially.

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Understanding Spousal Status and Marital Regimes in Financial and Estate Planning

Understanding Spousal Status and Marital Regimes in Financial and Estate Planning

26 May 2025
Asset-rich, cash-poor - Why some wealthy estates take years to wind

Asset-rich, cash-poor - Why some wealthy estates take years to wind

23 May 2025
Estate Planning: It's a Family Affair

Estate Planning: It's a Family Affair

23 May 2025
Wrapping up lives, not estates

Wrapping up lives, not estates

16 April 2025
Protecting South Africa’s orphaned minors with beneficiary funds

Protecting South Africa’s orphaned minors with beneficiary funds

03 April 2025
Cross-border estate planning for South Africans in the UAE

Cross-border estate planning for South Africans in the UAE

31 March 2025
Two-time Oscar winner Gene Hackman’s $80 million contested estate

Two-time Oscar winner Gene Hackman’s $80 million contested estate

19 March 2025
Secure their future: Estate planning for your vulnerable loved ones

Secure their future: Estate planning for your vulnerable loved ones

18 March 2025
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