learning from experience
Have your Will drafted (or updated) by a professional The first, most essential step in your estate planning journey is to ensure that you have
Assigning FISA (Fiduciary Institute of Southern Africa) registered professionals to handle your Will adds a layer of expertise and professionalism to the estate planning process.
The most important estate planning tool is a valid will. Having this in place allows you to decide who your executor is, who your beneficiaries
In South Africa, a valid Will determines who your beneficiaries will be and how your estate will be distributed when you pass away. Having a
The South African law relating to a deceased person’s estate, and who their beneficiaries will be, is set out by legislation. If a person dies
A family trust is an estate-planning instrument that creates a legal relationship between various people. When a trust is established, a person (the founder) or
Established In 2020, ‘Marsh Fidelity’’ Exists To Create An Enduring Difference. We Are Passionate About Helping Families Navigate Through Difficult Times In Their Lives, When They Are Vulnerable And In Need. We Want To Be Your Guiding Light And Give You Peace Of Mind.
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