certified financial planner
In terms of the doctrine of ademption, specific bequests lapse when the asset no longer exists. This can happen when the testator sells, gives away or otherwise disposes of an item before they die. Unless the will provides for substitution
Many parents—especially those with multiple children—struggle to determine how best to distribute an inheritance. In this regard, it’s helpful to consider the difference between equal and equitable.
International markets offer South African investors access to industries and sectors that are largely underrepresented or absent locally, including biotechnology, semiconductor manufacturing, aerospace and defence, electric vehicle production, and cloud computing infrastructure – with these sectors often being at the
In the event of your death, your Will can only deal with your half of the joint estate, making it essential to ensure that your Will is limited to distributing only your share of the assets.
Look for creative ways to generate additional income. The gig economy has made it easier than ever to earn extra money through tutoring, freelance work, renting out a room, or offering pet-sitting or delivery services. Every bit of extra income
Keep in mind that any and all previous withdrawals and/or severance benefits are also taken into account when calculating the total taxable withdrawal, meaning that it is a cumulative total and not calculated on a pre-withdrawal basis. As such, be
A Type A trust is designed to provide financial security for a person with a severe mental or physical disability who is unable to support themselves financially. It can be either an inter vivos trust that is set up during
