Drafting a will? Here's how not to do it

2019-10-26 18:45

There are common mistakes people often make when they do their estate planning and these can end up having devastating consequences for those left behind.

The true cost of a 'free' or 'cheap' will

2019-10-05 14:34

Free or cheap wills can cost your estate dearly in the long run, according to Alfred Bester of Legacy Fiduciary Services.

Ensuring your Will covers your worldwide assets

2019-10-03 09:52

A worldwide Will or an offshore Will can protect your estate if you’re intending to relocate or if you’re thinking of buying property abroad.

6 ways to use a trust in estate planning

2019-09-29 08:00

It has become pricier to hold assets within a trust, but it's still a useful tool within estate planning.

Over 70% of working South Africans don't have a will - here's how to get yours for free

2019-09-15 08:38

During National Wills Week, many law firms are willing to draw up basic wills for free.

Tempted by that online will, divorce settlement or lease template? Read this first

2019-04-28 19:00

Many people have searched online for templates, for instance for a will, rental agreement, retainer, divorce settlement agreement or employment contract. But they should proceed with caution, experts warn.

What happens to an estate upon the death of a spouse?

2019-01-26 19:45

If you are married, it's important to understand what will happen to the marital property when you die, says attorney Simon Dippenaar.

Wills drawn up for free during National Wills Week

2018-09-13 18:09

South Africans should take advantage of the opportunity to have their wills drafted during this year’s Wills Week from 17 to 21 September.

Trusts: Risky to ignore independent trustee requirements

2018-08-02 16:24

In March 2017 the Master’s Office issued a directive stating that all new so-called “family business trusts” must appoint an independent trustee.

Be aware of foreign estate implications of offshore investments - expert

2018-01-26 16:07

Many SA investors diversify risk by creating offshore estates, but often without thinking about the implications if the investor should die, cautions an expert.

 

Capital Legacy donates R25 for every Will collected for safekeeping by CCD Couriers

2019-10-07 08:46

In recognition of Wills Month this September, Wills and Estate Administration services provider, Capital Legacy will donate R25 for every Will collected by CCD Couriers for safekeeping by the company.

5 must-know financial tips if you're planning to move abroad

2019-10-04 20:01

There are serious financial considerations to take into account when deciding to move abroad, cautions Theunis Ehlers, a director at Citadel Fiduciary.

Don’t leave covering the costs of dying to your grieving relatives

2019-10-02 08:33

One of the biggest shocks and stresses following the death of a loved one is covering the immediate costs, such as funerals and burials, but also the administrative fees involved in winding up a deceased person’s estate.

Is the trust dead?

2019-09-17 06:00

If your sole objective in forming a trust is to obtain a tax benefit, then you are likely to be disappointed, says Hilary Dudley of Citadel Fiduciary.

Motsepe's African Rainbow Capital acquires 25% stake in estate planning firm

2019-08-06 22:06

Empowerment investment holding company African Rainbow Capital has acquired a 25% shareholding in specialist financial services firm Capital Legacy.

16 questions to review your financial matters

2019-02-18 11:21

Now is a good time to review your wealth structures and update important documents, says a fiduciary and tax expert.

10 mistakes to avoid in your will

2018-12-28 16:08

Do not underestimate the impact that an improperly drafted will – or the absence of a will – can have on your family.

JPMorgan to pay widow $7.1m of multibillion verdict

2018-08-03 07:02

JPMorgan Chase & Co has been ordered to pay $7.1m to the widow of a deceased American Airlines executive in a ruling that largely wiped out her portion of a $8bn verdict against the bank for mismanaging the family estate.

When you need to update your will

2018-04-14 06:45

Specific lifestyle events could trigger the need to update your will, says the head of fiduciary services at PPS.

Estate planning: Are trusts still effective?

2017-10-11 13:30

As a result of recent legislative changes, tax structures set up to avoid or defer donations tax and estate duty may no longer be effective, cautions an expert.

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