MoneyMarketing

Wills & Inheritance

1 week ago

Wills Week 2024: A crucial initiative for financial advisers

The Law Society of South Africa (LSSA) will be holding its annual Wills Week from 9 to 13 September 2024. It’s a significant event that offers a unique opportunity for financial advisers to engage with their clients on the critical subject of estate planning. Wills Week aims to provide free will-drafting services to the public,...
03 Mar 2023

The importance of a valid will and trust: Lessons from Lisa Marie Presley's contested will

Lisa Marie Presley's contested will by her mother highlights the importance of having a valid and clear will.
03 Feb 2023

Sanlam sells trust business to Capital Legacy 

Wills administrator Capital Legacy and Sanlam are joining forces by creating a wills, estates and trusts business together.
30 Jan 2023

Succession plans really matter

The best way to think about a succession plan is to view it as a will for your business, says Chief Executive of Fairbairn Consult.
06 Jun 2022

Fiduciary update with Louis van Vuren, CEO of the Fiduciary Institute of Southern Africa

In recent years the delays experienced in winding up a deceased estate have increased significantly, to a worrying degree. Complaints to FISA about service failures in the Master’s Office have increased exponentially since 2018.
21 Apr 2022

What to consider when choosing a beneficiary

A beneficiary is someone you name to receive all, or some, of the money in your retirement account.

03 Feb 2022

Update on the Master’s Office by the Fiduciary Institute of Southern Africa

The number of issues reported by FISA members has risen exponentially, in particular regarding deceased estates and trusts.

04 Oct 2021

The 11th Annual FISA Conference – Save the date! 17 November 2021

The Fiduciary Institute of Southern Africa (FISA) is well known to professionals in various fields, including fiduciary practitioners, financial planners, accountants and lawyers. We caught up with FISA CEO Louis van Vuren to find out about the upcoming 11th Annual FISA Conference.
01 Oct 2021

Why trusts remain relevant for estate planning

When you divest your assets to a trust, you are changing ownership of the assets to the trust beneficiaries. The trustees must manage the assets in accordance with the trust deed, which forms the basis for governing the management of the trust’s assets. The trust founder (or settlor) may not treat the assets as their own.
23 Sep 2021

You can never go wrong with having a valid Will in place

A Will is a very important document that we all need to have in place for when we are no longer with our loved ones. If you do not have a valid Will in place when you pass on, then your assets will be dealt with interstate and the state will appoint an executor on your behalf who will handle your estate.

Visit the official COVID-19 government website to stay informed: sacoronavirus.co.za