The number one wealth preservation rule is to protect your assets. And while you may think you're taking the right step to protect your assets by placing assets in your spouse's name, you may be doing yourself a disservice. Read on to find out why…
There are a number of options you might consider to protect your assets from creditors. So while placing assets in your spouse’s name may be the... ››› more
While having a Trust is a significant step towards protecting, growing your assets and saving money on estate duties and taxes, how your Trust is managed by Trustees is equally important. Read on to discover why you need at least three Trustees managing your Trust.
Even though the laws that govern Trusts say it’s acceptable to have only one Trustee to manage and look after your Trust, it’s ... ››› more
Holding assets in a Trust is considered one of the most effective wealth protection strategies. In South Africa, an average of 10,000 new Trusts are registered at the Master of the High Court in Pretoria each year and it's believed most of the wealth of our country is held in Trust. Read on to discover two tips you can use when naming and registering your Trust to protect your wealth.
As far as... ››› more
The Trustees of a Trust are there to manage the assets of your Trust for the benefit of your beneficiaries. Read on to discover why selecting competent people as trustees is the most important thing you can do to protect your wealth.
Having a Trust is a significant step towards protecting, growing your assets and saving money on estate duties and taxes.
So don’t put everything at risk by ... ››› more
Estate planning is the process of anticipating and arranging for the disposal of assets in an estate. The goal is to eliminate uncertainties over the administration of an estate, for example by using a valid Will and maximising the value of the estate by reducing taxes and other expenses. Here's why you a Trust should be an essential part of your estate planning.
A Trust is a legal arrangement,... ››› more
Nelson Mandela isn't dead yet, and there are already squabbles over who gets what. Lawyer George Bizos is at the centre of the family storm, which is based on two companies linked to Mandela that channel funds from the sale of Madiba's handprint artwork for the benefit of his family. Don't let family squabbles tear your family apart when you die! Use these two tools to ensure your family gets what... ››› more
If you die today, what would happen to your family? If you become bankrupt, what would happen to your house, your savings, your business…? Are you willing to just give them all away? I bet you're not. That's why, it's so important to consider wealth protection as part of your wealth plan. Luckily, it's easy to protect your wealth with a Trust! But which is better: A discretionary Trust or a non-... ››› more
Don't believe you need to consider how to protect your wealth? Think again. No matter what you financial situation is, there's nothing more devastating than seeing the Sheriff auctioning off your business, home and other assets because you lost your job or a business venture you put your heart, soul and life-savings into went bad. That's why it's vitally important to make sure your assets are prot... ››› more
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