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Life Insurance / Estates & Wills

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Who manages your money when you’re no longer able to do so?

Who manages your money when you’re no longer able to do so?

09 May 2022

Legendary actor Bruce Willis has aphasia, and so does one out of every 272 South Africans.

Things that you need to consider when sharing your finances with a partner

Things that you need to consider when sharing your finances with a partner

26 April 2022

When people enter into long-term relationships, they often embrace a ‘what’s mine is yours’ approach to sharing their lives with each other. While this type of ‘collaborative’ lifestyle does have its advantages - not least the convenience and cost effectiveness of a single shared bank account, or the ability to purchase a bigger property by pooling your income as co-applicants for a bond, it’s important to realise that a shared approach to financial management is not without its risks.

Thinking of setting up a Trust? Here’s some facts you need to know

Thinking of setting up a Trust? Here’s some facts you need to know

22 March 2022

Most people know about Trusts, but few people know the details.

Navigating the costs of administrating a deceased estate

Navigating the costs of administrating a deceased estate

14 March 2022

In recent years, many people came to face the loss of loved ones and the agony of the cost related to the administration of their estate. When a person dies with a gross estate value exceeding R250 000, their estate is required to be administered in accordance with the provisions stipulated in the Administration of Estates Act 66 of 1965. The provisions of this Act are applied irrespective of whether or not a person dies with or without a valid Will.

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Are you living together? Your partner could inherit your entire estate

Are you living together? Your partner could inherit your entire estate

28 February 2022
Update on the Master’s Office by the Fiduciary Institute of Southern Africa (FISA)

Update on the Master’s Office by the Fiduciary Institute of Southern Africa (FISA)

03 February 2022
Legacy planning – creating a lasting legacy

Legacy planning – creating a lasting legacy

23 November 2021
Understanding the terms and conditions of your funeral policy makes claiming easier

Understanding the terms and conditions of your funeral policy makes claiming easier

15 November 2021
Estate planning – Common mistakes in the drafting of a Will

Estate planning – Common mistakes in the drafting of a Will

10 November 2021
The importance of proper estate planning for farmers

The importance of proper estate planning for farmers

08 November 2021
Drawing up a will should be simple: Old Mutual unveils its online will solution

Drawing up a will should be simple: Old Mutual unveils its online will solution

27 October 2021
Comment on the Master’s Office by the Fiduciary Institute of Southern Africa (FISA)

Comment on the Master’s Office by the Fiduciary Institute of Southern Africa (FISA)

21 October 2021