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Life Insurance / Estates & Wills

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Deceased estates – Inheritance planning for South African’s abroad

Deceased estates – Inheritance planning for South African’s abroad

12 July 2018

The death of a family member is never a topic that we like to discuss, however it remains a reality that one needs to prepare for in future, which is key for a smooth transition in the closure and pay-out of deceased estates and inheritances.

Don’t let a careless estate plan undo a lifetime of saving

Don’t let a careless estate plan undo a lifetime of saving

10 July 2018

Savings Month is here and as we see every July, many South Africans are taking the opportunity to review their savings habits and behaviours. One aspect that’s often overlooked is that your hard-earned savings gains can easily be undone by failing to pay sufficient attention to estate planning.

The role of an executor and how to choose one

The role of an executor and how to choose one

27 June 2018

Most people understand the importance of a will, but many people overlook a very important element; the appointment of an executor. An executor is someone who you nominate to carry out the instructions of your will and help to administer your estate.

How long does it take to wind up an estate?

How long does it take to wind up an estate?

05 June 2018

The answer to this question is as difficult as the answer to “how long is a piece of string?” But as a rough guide one could say a deceased estate can take anything from five months (which is almost impossible), to several years to finalise.

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Have you practiced dying? Why estate planning is fundamental

Have you practiced dying? Why estate planning is fundamental

03 May 2018
Building a robust estate plan

Building a robust estate plan

23 April 2018
Where there’s no will there’s little way

Where there’s no will there’s little way

06 April 2018
Using a will to cement long-term client relationships

Using a will to cement long-term client relationships

07 March 2018
Trusts may no longer be the holy grail of estate planning

Trusts may no longer be the holy grail of estate planning

16 January 2018
No last will as the new year kicks in? No way!

No last will as the new year kicks in? No way!

10 January 2018
Automatic disinheritance of ex-spouse by Section 2B of The Wills Act

Automatic disinheritance of ex-spouse by Section 2B of The Wills Act

10 October 2017
Estate planning: are trusts still effective?

Estate planning: are trusts still effective?

05 October 2017