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Divorce: Remember to Review Your Will!

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“It has long been a foundational principle of our common law and the legislation that has governed the law of testamentary succession that a will, properly executed, is the document that authoritatively reflects the genuine and voluntary dispositions of a testatrix.” (Extract...

Living Wills: 6 Myths Busted

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Health issues and mortality are facts of life, no matter how remote they may seem at the moment, nor how distressing they are to contemplate. For your family’s sake as well as for your own, make sure that you have a Living Will (or another form of “advance healthcare directive”...

Generational Wealth Planning – To Your Children and Beyond!

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“Are we being good ancestors?” (Jonas Salk) What do you plan to give your family this Festive Season? Now’s the time to think beyond the brightly wrapped gifts under the tree and get started on an estate plan which will leave your loved ones the lasting gift of financial freedom....

Your Will Can’t Wait: The Tragic Case of a Mother Who Took Too Long

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“We are such stuff / As dreams are made on, and our little life / Is rounded with a sleep.” (Shakespeare) We aren’t comfortable thinking about our mortality, but death comes to all of us and it is our loved ones who will suffer if we don’t make plans to look after them whilst we...

Don’t Just Leave Your Loved Ones Assets – Leave Them a Legacy!

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“A Legacy Letter is a way for you to share your values, life lessons, cherished memories, hopes for your family’s future, and anything else that is really important to you.” Estate planning is key to ensuring that your loved ones are properly catered for after you are gone....

Don’t Accidentally Disqualify Your Chosen Heirs from Inheriting!

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“Death is not the end. There remains the litigation over the estate.” (Ambrose Bierce) Your will (“Last Will and Testament”) will always be the keystone of your estate planning, and a recent High Court decision sounds yet another warning to beware the “do your own will” concept....

Why Life Partners Still Need Cohabitation Agreements and Wills

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“Census data of 2016 reveals that approximately 3.2 million South Africans cohabit outside of marriage and that this number is increasing steadily.” (Extract from judgment below) What happens if your life partner dies without leaving you anything in their will (“Last Will and...

Don’t Let Delays in the Master’s Office Leave Your Family in Financial Distress

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“Someone’s sitting in the shade today because someone planted a tree a long time ago” (Warren Buffett) Whilst the first and most important step in your estate planning is always to have in place a professionally drawn and regularly updated will (“Last Will and Testament”), there...

Estate Planning and Wills: A Checklist to Protect Your Family

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“Don’t fear death, plan for it” (Anon) Amazingly, here we are in the middle of a deadly pandemic yet still some 70% – 80% of working South Africans are said to have no will in place. That’s crazy for two reasons – Without a will your loved ones are exposed    When you die...

Be Prepared for The Cost of Dying

“No matter how much you’ve been warned, Death always comes without knocking” (Margaret Atwood) No one wants to contemplate their own passing, but the reality is that sooner or later it is inevitable, and particularly in these dangerous times we need always to be prepared....

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