3 Practical Steps to Ensure Effective Estate Planning in 2024 and Beyond

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 a valid Will in place. 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 […]

FISA South Africa: Why It Is Important To Have A Registered Professional Assigned to Your Will

FISA Registered Professionals

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. Here are several reasons why it’s important to involve FISA-registered professionals: FISA Legal Expertise FISA-registered professionals, such as fiduciary practitioners, estate planners, and trustees, have undergone specialised training and education. […]

What is a Life File and Why Should I Have One?

Fiduciary Specialists

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 are. In doing so it allows you some control on how your estate will be managed and distributed. While having a valid will is essential, it is not enough on […]