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Category: Estate planning

Why your family’s estate planning is an important part of your financial plan

  • 28 June 2022
  • 11:15
  • Jaco de Beer RFP™
If you wish to preserve and protect your assets for the benefit of subsequent generations, make estate planning your priority.

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The importance of having a valid and updated will

  • 23 February 2022
  • 14:29
  • Nasreen Dolly
Ensuring that your will is valid and updated will significantly reduce the emotional toll and stress that your beneficiaries experience in the event of your untimely passing.

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Importance of a Last Will and Testament

  • 6 August 2021
  • 13:36
  • Philip Shapiro CA(SA) CFP®
Having a Will in place not only ensures that your assets are devolved as you wish, but it lessens the stress that your family feels when you pass away.

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Creating certainty in an uncertain time

  • 18 November 2020
  • 06:33
  • Phomolo Moreng
COVID-19 has taught us that life is unpredictable and uncertain. How would your family be today if you had died yesterday? Now is the time to put provisions in place to safeguard your loved ones, and give you peace of mind regarding their future.

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You’ve got three months to change your will

  • 27 August 2020
  • 09:39
  • Phomolo Moreng
If you die within three months of getting divorce, your will is implemented as if your ex-spouse had died before the divorce. Sound complicated? We explain it with the help of a real-life case study.

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Where there’s a Will, there’s still a way to go

  • 31 October 2019
  • 08:47
  • Stephen Katzenellenbogen CFP®
We have just come out of National Wills Week, which is a great initiative aimed at creating awareness around the benefit of having a Will (Last Will and Testament).

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The importance of having a Last Will and Testament in place

  • 25 September 2019
  • 10:55
  • Thuli Nkomo CFP®
You know what they say – there are only two things you can be sure of, in this world:

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