Life Insurance / Estates & Wills

Fixing lengthy delays on deceased estates

Losing a loved one is hard. It’s even more difficult to deal with such a loss in the face of long and complicated estate administration processes. It can become emotionally and financially taxing.

Why your estate plan and your financial plan need to co-exist

When we think about estate planning, we think of a plan outlining a tax-efficient way to deal with our assets when we pass away. Instead of viewing this as a ‘death plan’, try to think of it as a ‘life plan’ – a strategy created during your lifetime to ensure that your wishes are fulfilled, and that your loved ones benefit as intended after you pass away.

Intestate Succession: Dying without a Will

What should you consider when taking up life cover as part of protecting your family?

Protecting your family is a fundamental part of ones’ long-term financial planning goals. It is not as simple as just taking out R1 million worth of life cover and leaving it there, but it involves much more.