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Life Insurance / Estates & Wills

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A foreign estate requires careful planning

A foreign estate requires careful planning

14 July 2021

With the relaxation of South African Foreign Exchange Controls and more investors seeking to diversify risk, many are creating offshore estates. People often don’t think about what the offshore probate formalities might be, what the death duties position might be, and what other effects the death of the investor will bring about.

Why risk it? DIY estate planning can cost you

Why risk it? DIY estate planning can cost you

09 June 2021

With online solutions popping up and promising to crank out an estate plan in under 30 minutes, you may be tempted to do-it-yourself (DIY). Afterall, you will be avoiding all the costs that come with professional assistance, right? Well, going the DIY route might cost you more than you think.

Planning for the unpredictable in 2021

Planning for the unpredictable in 2021

01 June 2021
Why the Zulu King’s Last Will & Testament is so important for South Africans

Why the Zulu King’s Last Will & Testament is so important for South Africans

26 May 2021

The late King Goodwill Zwelithini, King of the Zulu nation, the largest monarchy in South Africa, passed away earlier this year after ruling for more than 53 years on the throne. His passing has set off a series of dramatic events that are still playing out in the public eye, and in the courts.

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What you need to know about winding up a deceased loved one’s estate

What you need to know about winding up a deceased loved one’s estate

17 May 2021
Death or divorce… how best to split assets

Death or divorce… how best to split assets

11 May 2021
Complications when dealing with offshore estates a cause of avoidable financial strain

Complications when dealing with offshore estates a cause of avoidable financial strain

04 May 2021
Beware the Power of Attorney - alternatives for those who can no longer make their own decision

Beware the Power of Attorney - alternatives for those who can no longer make their own decision

18 March 2021
It just makes sense to do your life cover with the people you trust to do your Will

It just makes sense to do your life cover with the people you trust to do your Will

29 January 2021
Five steps to leaving a remarkable legacy

Five steps to leaving a remarkable legacy

20 January 2021
Proper estate planning is essential amidst COVID-19 pandemic

Proper estate planning is essential amidst COVID-19 pandemic

20 January 2021
Five things to consider for your estate planning during the festive season

Five things to consider for your estate planning during the festive season

10 December 2020