The most popular type of trust in South Africa is a testamentary trust, which is established under the rules of your last will and testament to hold assets meant for people who are unable to manage their own financial affairs, such as young children or people with disabilities. We examine the importance of a testamentary […]
Tag Archives: estate plan
06
Sep
Sep
You’ve worked hard all your life and when you pass away, your expectation is that your assets transfer to your loved ones. However, if you fail to account for your tax liabilities it can detrimentally affect the liquidity in your estate and as a result – the financial legacy you leave your loved ones. In […]
28
Jun
Jun
Leaving your family and loved ones in the best position possible after your death is an important priority that needs to be addressed sooner rather than later. Unfortunately, many people leave their wills and managing their estates to the last minute and simple mistakes can leave your loved ones in litigation over your estate once […]