Many concerned parents want to leave a legacy to their children, especially in a world where financial security and stability are so important. Generational wealth is not just about individual prosperity, it’s about creating a legacy that can benefit your family for many years after you have gone. One of the best ways to build generational […]
Tag Archives: estate planning
21
Feb
Feb
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 […]
11
Oct
Oct
Today you can change the future for your family and your loved ones, simply by creating an estate plan that takes care of them, when you are no longer able to. Not many decisions you make today can have such far-reaching and positive outcomes – which makes your will one of the most important documents […]
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 […]
15
Dec
Dec
Estate planning is not something you do once and then never consider again. As your life circumstances change, so should your estate plan. An estate plan is far more than just drawing up a will, instead it takes into account all the assets and liabilities you have accumulated to date. While estate planning is often […]
18
Oct
Oct
No one likes planning for their death, especially if they are healthy and young. However, it’s a responsibility that everyone with dependents should make a priority. Sadly, only around 30% of South Africans have a valid will and when a property owner passes away without a will, they can leave their family with significant costs […]
24
May
May
“In this world nothing can be said to be certain, except death and taxes”. This famous saying attributed to Benjamin Franklin is bleak but true. However, with careful Estate Planning, a person may be able to reduce their tax to ensure their estate maximises the income it has accrued. Tax is not equal in every […]
19
Nov
Nov
Without a doubt, this has been one of the most challenging years in recent times, with concerns about health and mortality taking centre stage globally. In times like these, topics like estate planning come to the fore. Creating a comprehensive estate plan that deals with your assets and provides for your loved ones after your […]