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.

What SA couples can learn from Hugh Hefner's antenuptial contract

2017-10-09 19:41

Playboy founder Hugh Hefner had a very strict antenuptial contract with his 30-year-old wife, which reportedly excluded her from inheriting anything from his R593m estate.

Make sure your will is valid

2017-07-07 19:14

Unfortunately, practical experience has taught that a fight is often the case when someone dies, says Hilary Dudley, managing director at Citadel Fiduciary.

Wills: What you need to know

2017-03-14 06:01

Many questions arise when it comes to the drafting of a will and the administration process in the event of death, says an expert.

Wealth planning for beneficiaries of B-BBEE schemes

2017-02-09 18:33

If you qualify for a Broad Based Black Economic Empowerment scheme, there could be many pitfalls and better ways to structure your affairs.

Assisted death and the law

2016-10-10 18:49

Archbishop Desmond Tutu's support for the right to assisted death has sparked the debate once again and attorney Simon Dippenaar gives his take on the issue.


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.

How siblings are impacted by collation in a will

2017-08-21 17:47

There is a legal principle which, if not specifically excluded from a parent's will, can lead to a laborious “squaring of the books”.

What happens when you pass way without a will?

2017-06-25 17:18

When a person passes on without a will, they forfeit the privilege of deciding what should happen to their estate and the estate gets allocated in terms of intestate succession.

Retirement death benefit: fund trustees can override deceased member’s instructions

2017-03-09 18:37

According to the Office of the Pension Funds Adjudicator, the allocation of death benefits constituted the largest number of resolved cases.

Beware of international estate duties when investing offshore

2016-12-29 15:33

More than ever, South Africans are looking into investing offshore, but this is not without risks, cautions an expert at Sovereign Trust (SA).

8 steps for wealth and fiduciary planning

2016-08-10 18:15

A wealth and fiduciary plan should deal with financial considerations and take into account legal principles and tax consequences, explains an expert.

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