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Life Insurance / Estates & Wills

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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.

Have you practiced dying? Why estate planning is fundamental

Have you practiced dying? Why estate planning is fundamental

03 May 2018

Have you considered what will happen if you met your demise on the way home from work this evening?

Building a robust estate plan

Building a robust estate plan

23 April 2018

Investment managers go to great lengths to plan ahead so that investment portfolios will withstand market volatility and unforeseen events. But how do you construct a robust estate plan that will withstand the onslaught of the many legislative changes and punitive taxes introduced in recent years?

quick poll
Question

If you had to hazard a guess, when do you reckon the COFI Bill will be signed into law?

Answer
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
Leaders in legal technology enter the South African market in Q1 of 2018

Leaders in legal technology enter the South African market in Q1 of 2018

27 September 2017
De-risking and fiduciary duty

De-risking and fiduciary duty

22 September 2017