heirs

Multi-generational financial planning: A plan for the whole family
In many situations, adult children find out about their parent’s funding shortfall at a time when they are financing their own children’s tertiary education – notwithstanding their need to fund for their own retirement – placing them in an unenviable
Drafting your will: Make your intentions clear
Another legal requirement for the validity of your will is that you must sign in full at the bottom of each page, while your witnesses must sign in full at the bottom of the last page as close to your
Death of a marriage partner: A guide for the surviving spouse
Once you make contact with the executor, be prepared for a preliminary meeting with her as she will be required to prepare a rudimentary list of your spouse’s assets and liabilities for submission to the Master, which must be accompanied
Understanding the death-related costs in your estate
To determine the dutiable value of your estate, keep in mind that certain assets, such as bequests to your surviving spouse, bequests to PBOs, and the proceeds of life policies payable to your spouse, and business assurance polices, are excluded.
A basic guide to drafting a will
Something that many people tend to overlook is that all previous Wills should be both physically destroyed and revoked in writing as failing to do so can cause uncertainty for those left behind -especially if one or more of the
The implications of dying intestate
In the absence of a Will, if there is a surviving parent in the event of your passing, that person will be the legal guardian of your minor children. But, if both parents were to die simultaneously or in close
Estate planning mistakes to avoid
5 effective ways to reduce your estate duty liability
In the event of your death, the funds held in your retirement annuity do not form part of your deceased estate and are not included when calculating your estate duty liability or executor’s fees – meaning that your RA effectively
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