You might not want to get married, but you still need a will
There was a High Court judgment that caused a stir recently. It ruled that certain sections of the Intestate Succession Act were unconstitutional because they discriminated against heterosexual unmarried life partners. Two people living together in a long-term heterosexual relationship were not protected by the Act. In other words, if one partner died intestate (without […]
Estate Administration Steps / Boedeladministrasie Stappe
The Master of the High Court requires that Financial Planners administer estates with the assistance of an attorney or Estate and Trust Practicioner who is registerd with FISA or a Trust Company./ Die Meester vereis telkens van ons as Finansiële Beplanners om deur ‘n boedel-agent – ‘n prokureur of ‘n Boedel en Trust Praktisyn wat […]
Winding up deceased estates – information and certainty are key
12 November 2019 ~ FA News Mandy Dix-Peek, Senior Fiduciary Specialist at Old Mutual Wealth Fiduciary Benjamin Franklin once said that in this world, nothing can be said to be certain, except death and taxes. While we’ve all heard this quote on numerous occasions, clients often fail to take the vital steps required to ensure […]
Don’t let a careless estate plan undo a lifetime of saving
Personal Finance / 10 JULY 2018, 7:47PM / STAFF REPORTER Savings Month is here and as we see every July, many South Africans are taking the opportunity to review their savings habits and behaviours. One aspect that’s often overlooked is that your hard-earned savings gains can easily be undone by failing to pay sufficient attention to estate planning. […]
Why You Need a Will
In H J Barker’s book, ‘The drafting of Wills’, he says that this is “one of the most solemn and sacred juristic acts a person can perform. A will represents a person’s last wishes, and allows him to give expression to his gratitude towards, his sense of responsibility to and his concern for the welfare of those whom he leaves behind.”
Tech Event – Estate Planning Slides
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