Category

Estate Planning

20 articles in this category.

Marriage contracts and their role in estate planning

22 June 2025

Marriage contracts and their role in estate planning

Secure your family’s future with a proper marriage contract and estate planning. Learn about the different marital regimes.

The impact of divorce on your estate planning

22 June 2025

The impact of divorce on your estate planning

Secure your legacy post-divorce. Discover how to update wills, trusts, and beneficiaries to protect your family and assets after a divorce.

Protecting your family with a detailed will

22 June 2025

Protecting your family with a detailed will

Secure your family’s future with a comprehensive will. Learn essential steps, legal tips, and expert advice on protecting loved ones.

What is probate, and why is it important?

22 June 2025

What is probate, and why is it important?

Discover what probate is in South Africa, why it matters, and how to navigate the process efficiently to protect your loved ones and assets.

Gifts during your lifetime: Impact on estate planning

22 June 2025

Gifts during your lifetime: Impact on estate planning

Gifts during your lifetime can profoundly impact estate planning. Discover the benefits, tax details, and strategies to maximise your legacy.

Managing funeral costs in an estate

22 June 2025

Managing funeral costs in an estate

Managing funeral costs in an estate: Learn practical tips, strategies, and legal insights to plan a respectful, cost-effective funeral.

Protecting the interests of minor beneficiaries

22 June 2025

Protecting the interests of minor beneficiaries

Discover how to safeguard the financial and legal interests of minor beneficiaries with this informative guide for South Africans.

Life insurance and its role in estate planning

22 June 2025

Life insurance and its role in estate planning

Discover the crucial role of life insurance in estate planning. Learn how it secures your family’s future and safeguards your legacy.

How polygamous marriages affect estate planning

22 June 2025

How polygamous marriages affect estate planning

Learn how polygamous marriages affect estate planning. Understand legal implications, strategies, and tips to protect your legacy.

What are preliminary accounts in an estate?

22 June 2025

What are preliminary accounts in an estate?

What are preliminary accounts in an estate and their importance. Get insights and practical tips for estate administration.

Understanding testamentary trusts

22 June 2025

Understanding testamentary trusts

Comprehensive guide to understanding testamentary trusts and estate planning. Learn how to set up & manage trusts for a secure future.

What happens to digital assets in your estate?

22 June 2025

What happens to digital assets in your estate?

Learn how digital assets are managed in an estate. Discover essential tips for estate planning and protect your online legacy effectively.

Tax Benefits of Setting Up a Testamentary Trust for Your Heirs

19 June 2025

Tax Benefits of Setting Up a Testamentary Trust for Your Heirs

Secure your heirs’ future with a testamentary trust. Learn how to minimise taxes and protect your legacy effectively.

How to Protect Assets with a Family Trust in South Africa

19 June 2025

How to Protect Assets with a Family Trust in South Africa

Secure your family’s future! Learn how to protect assets with a family trust, from setup to compliance. Ensure long-term financial security.

How to Claim a Pension Fund Death Benefit in South Africa

19 June 2025

How to Claim a Pension Fund Death Benefit in South Africa

Learn how to claim a pension fund death benefit. Our step-by-step guide simplifies the process, ensuring a fair and efficient payout.

Implications of Customary Law on South African Estate Distribution

19 June 2025

Implications of Customary Law on South African Estate Distribution

Learn how customary law affects estate distribution, family rights, and inheritance. Discover key insights and legal nuances in this guide.

Maintenance of Surviving Spouses Act: Impact on Estate Planning

19 June 2025

Maintenance of Surviving Spouses Act: Impact on Estate Planning

Secure your loved ones’ future with this guide on how the Maintenance of Surviving Spouses Act impacts estate planning in South Africa.

Digital Estate Planning: Manage Your Online Presence after Death

19 June 2025

Digital Estate Planning: Manage Your Online Presence after Death

Secure your online legacy with digital estate planning. Learn how to protect and manage your online presence after death in South Africa.

How to Discuss Estate Planning with Your Family

19 June 2025

How to Discuss Estate Planning with Your Family

Learn how to discuss estate planning with your family. Discover tips, key documents, and best practices for a smooth, open conversation.

Planning for Estates with Significant Debt

19 June 2025

Planning for Estates with Significant Debt

Discover effective ways to plan your SA estate with significant debt. Protect your loved ones and ensure a smooth estate settlement.