Life Insurance

“Vat en Sit” does not automatically afford you a claim against your partners estate, for now

Societal norms are fast changing and cohabiting is no longer regarded as a taboo. For many years, couples lived together without entering a legally recognised marriage. “Vat en Sit” – a colloquial Afrikaans term for settling down together without the formalities that come with marriage – does not automatically afford couples the right to inherit in terms of the Law of Intestate Succession Act 81 of 1987 (ISA).

Estate Planning For The Benefit Of Child(ren)

Estate planning has emerged as a priority for South African households since the onset of the COVID-19 pandemic, especially for parents who want to ensure their children are looked after should the worst happen.

The number of people in South Africa without a will is concerning, finds survey

Your savings and investment plan is incomplete without estate planning

Estate planning is a crucial building block for your savings and investment journey – perhaps even the most important one. Your life is fluid and will change, and so will your needs and goals, so your financial plans must be flexible enough to be adapted to achieve your goals – even if they change. But once you have passed on, there is nothing you can do to change your plans.