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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
Marsh Fidelity
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
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
An essential part of an effective estate plan includes having a will drafted by an experienced professional to ensure that it meets all the legal
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
The principle of freedom of testation states that every person may legally decide what happens to their own estate after death. Practically, this means that
While most of us know that it’s important to plan for the smooth handover of your estate when you pass, not everyone considers how valuable
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