What happens to your debt when you die
Debt does not die with you – it becomes part of your estate, potentially affecting what your family inherits and how quickly they can access it.
wills
A drafted will is not necessarily a valid will
Discovery found execution errors in 18% of returned wills, while adviser-linked clients completed the journey from drafting to secure storage 22% faster.
Before you judge someone else’s will, check your own
As World Financial Planning Day highlights the value of turning financial goals into action, MBSE’s Tyrone Ford asks whether your own estate plan would leave your family knowing what you wanted – and what to do next.
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.
This is what finally prompts South Africans to make a will
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.
The file that can make winding up an estate easier
A ‘When I’m gone file’ does not replace a will, but it can help loved ones and executors find the information needed to administer an estate.
Your crypto could be lost when you die – even if it’s in your will
Estate planning for digital assets must address a critical practical problem: ensuring executors can find and access them without compromising security during your lifetime.
Judge upholds decision over electronically signed will
The High Court refuses leave to appeal a ruling directing the Master to accept an electronically signed document as the will of the late Justice Yvonne Mokgoro.
An out-of-date will can be as risky as having no will at all
Marriage, divorce, children, or business changes – life doesn’t stand still, and neither should your will. Wills Week is a reminder to act now.
When estates stall: why liquidity planning is critical for families
Without careful liquidity planning, families risk financial strain for years while estates remain tied up in red tape, highlighting the need for wills, offshore planning, and open financial conversations.
How to build a lasting legacy: wealth transfer strategies for families
From trusts to tax-smart retirement planning, here’s how to protect your estate, reduce taxes, and prepare the next generation to manage and grow your wealth.
The three-month rule: how divorce impacts your will
A little-known legal provision can have major consequences for divorced individuals who do not update their wills.
Opportunity for young professionals to start their financial journey in the right way
Various financial practices will provide essential insights and guidance to young professionals at an event in Cape Town.
The adviser’s role in helping to create a lasting financial legacy
In tough times, it is important to think of your family’s future, and nothing says ‘prepared’ better than drafting your will timeously, planning your estate and leaving a proper wealth succession plan. 1Life launches its latest estate planning product offering.
Estate planning should be a continuous process of managing your assets and liabilities
Estate planning involves structuring and managing your assets while you are alive and putting measures in place to ensure your wishes are carried out after you pass away. It also ensures that there […]
Parental obligations towards children’s rights
On Sunday we celebrated Human Rights Day, a day of great importance in our young democracy. Of equal importance are the rights of young humans in terms of the obligations on their parents […]
Parental obligations towards children’s rights
On Sunday we celebrated Human Rights Day, a day of great importance in our young democracy. Of equal importance are the rights of young humans in terms of the obligations on their parents […]
