
Families’ post-death pressures widen the estate planning conversation
Capital Legacy’s research shows how liquidity gaps, complex administration, and inadequate information can affect families after a death.

Capital Legacy’s research shows how liquidity gaps, complex administration, and inadequate information can affect families after a death.

Sanlam’s survey finds that major family events are powerful catalysts for will-making, while financial advisers are also well placed to prompt clients to act.

Estate planning for digital assets must address a critical practical problem: ensuring executors can find and access them without compromising security during your lifetime.

Common law marriage doesn’t exist in South Africa, leaving cohabiting couples vulnerable in estate and tax matters. A cohabitation or universal partnership agreement can offer crucial financial protection.