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 non-profit organizations do so much good and vital work for local communities. They often rely heavily on private donations. These organizations help to fill the gaps in providing for 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 is regularly updated to reflect major life changes. One of the most commonly occurring life changes is divorce. Legally, divorce or the annulment of a marriage has the potential 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 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 […]
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. […]
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 […]
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 correctly drafted Will in place ensures that your estate can be distributed according to your wishes and that your loved ones will be provided for when you are gone. However, […]
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.