Marsh Fidelity
Are you a business owner or key stakeholder? Business succession planning and estate planning is essential as a business owner. It helps to protect the
Have you considered donating a sum of money, unused items, or a percentage of your estate to a local charity in your will? Charities and
Having a valid Will in place is an essential part of an effective estate plan. However, it is also essential to ensure that your Will
The administration of an estate is not dependent on one aspect or institution but multiple aspects and institutions working well together. It is important to
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
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
The Administration of Estates Act 66 of 1965 sets out the procedures that must be used in administering a deceased estate such as applying for
When a person dies in South Africa without leaving a valid will, the Intestate Succession Act 81 of 1987 will come into operation. The Act
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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