Tag Archivesestate planning

Structuring an Estate Plan

It is estimated that you will spend 76 800 hours building your estate during your lifetime.  If you don’t spend at least two hours planning it, you could waste up to one quarter of your estate on unnecessary expenses and taxes.  In addition, your heirs / dependants may never receive what is due to them. […]

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Retirement Annuities remain a good estate planning tool

The opportunity to make additional provision for retirement, together with the potential for tax, and estate duty savings, will ensure the continued popularity of retirement annuities as an estate planning tool. What is estate planning? The most widely recognised definition of estate planning is that it is the arrangement, management, securement and disposition of a […]

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Estate Planning is not just for the Wealthy

Every year, thousands of families are left in difficult financial situations as a result of their loved ones not having put in place adequate estate planning in the event of their death. In South Africa, it is estimated that as much as three quarters of South Africans admit to having no form of estate planning […]

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Larrson ‘thriller’ shows danger of dying without a will

The legal ‘thriller’ bequeathed by Swedish crime writer Stieg Larrson is a cautionary tale for thousands of South Africans that fail to make a will, says BJM Trust, a leading specialist in trust management and testamentary matters. The author’s posthumous millions have gone to his father and brother while his life’s partner has received nothing […]

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