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Estate Planning

  • Don't leave your family in debt when you die
  • The cost of funerals in South Africa is quite expensive. As a result, when family members die, those left behind are often left with a serious financial burden. Funeral costs can reach tens of thousands of rands leaving the family member responsible for the burial no choice but to take out a loan or pay with a credit card. Clearly, this isn't an ideal situation, especially for households with ... ››› more
  • [19 May 2016]
  • Can a trust really help you protect your generational wealth?
  • To find out if trusts can help you protect your family's financial situation after you're gone, Aiden Sookdin spoke to one of the foremost trust experts in South Africa, Albert Vorster, Senior Fiduciary Specialist at Momentum Trust Limited. Here's what you need to know...   Albert agrees that trusts are still relevant for effective estate planning, asset protection and generational continu... ››› more
  • [10 May 2016]
  • How to get your financial planning right
  • Financial planning is of vital importance. By planning your financial future, you can help yourself achieve your goals. So how should you approach financial planning? Let's take a closer look… What is financial planning? Financial planning is all about focusing on your financial goals and organising yourself to achieve them. You’ll probably have to make sacrifices along the way ... ››› more
  • [13 October 2015]
  • Why you should set up an Inter Vivos Trust
  • Estate planning is an aspect of life that many people don't make time for. But by ensuring you plan your estate well, it can make things a whole lot easier for you and your family. One essential estate planning tool is an Inter Vivos Trust. So what is an Inter Vivos Trust? And why should you consider setting one up? Read on to find out… What is an Inter Vivos Trust? An Inter Vi... ››› more
  • [21 September 2015]
  • Ensure you have these bases covered in your estate planning
  • Over the years, you'll likely build up the assets you hold. This could be property, investments in shares, jewellery and other items of worth. Whatever you have, it's important you think about estate planning. Estate planning is about sorting out what will happen to your assets when you pass on. So what are the major things you need to consider with estate planning? Read on to find out…... ››› more
  • [10 September 2015]
  • CGT, estate planning and retirement: How to make it all work for you
  • When it comes to your retirement, one of the things you need to consider is how you'll plan your estate. But here's the thing most people don't realise, Capital Gains Tax (CGT) places a big spanner in the works for doing this. And that's why you need to explore the tax effects of CGT on your estate plan. But to do that, you first need to know which assets CGT affects and which ones it doesn't… ... ››› more
  • [17 March 2014]
  • Four top resolutions for 2014
  • We've closed the book on 2013, and it's time to make resolutions for the New Year. It's time to kick your investment portfolio into action. Read on to uncover four top resolutions for your investments for 2014… Here’s four resolutions to get you started, Sean Brodrick in Investment U explains… Resolution #1: Adjust the signal-to-noise ratio There is a tremendous amount of information... ››› more
  • [03 January 2014]
  • Make sure you have a Testamentary Trust clause in your Will
  • It can be difficult contemplating your untimely passing, but it's crucial you make provisions for the event, just in case. You don't want the government taking control of the funds until your dependants reach 21, and with that, taking its cut of taxes. Here's why you should have a Testamentary Trust clause in your Will… If you have young children and you run your affairs in your name, it’s i... ››› more
  • [15 July 2013]
  • Three reasons why you should set up a Trust: The ultimate solution to estate planning
  • When it comes to estate planning, it can be easy to put it off. After all, your death isn't the easiest thing to consider. But if you sort out a Trust, there are benefits you can take advantage of immediately. It's important to ensure that you protect your assets and legally pay less tax… When it comes to planning for the inevitable, most people arrange the disposal of their estate via a Will.... ››› more
  • [19 June 2013]
  • Warning: Placing assets in your spouse's name isn't the best form of wealth protection
  • 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
  • [21 May 2013]
  • The problem with having a Will
  • 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. While estate planning has many benefits like protecting your assets from creditors in the event of insolvency, disability or divorce, it's almost impossible to reap all the benefits when you run your financial affairs in ... ››› more
  • [21 May 2013]
  • Here's why Trusts are the ultimate solution to estate planning
  • 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
  • [15 May 2013]

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