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Estate planning: The value to your surviving spouse of putting your affairs in order

MONEYWEB LIVESTREAM 20 July 2021 00:01 Image: Shutterstock Most South Africans are Covid-fatigued but, as the trajectory of the third wave continues upwards, itâs only natural to think about how the possibility of sudden death would impact those we leave behind and how they would manage financially in our absence. If youâve got a will tucked away, youâve taken the first step towards making provision for your spouse and your family, but thereâs a lot more you can do to prepare your affairs should tragedy strike. Specifically, if youâre married, a primary estate-planning goal should be to protect your surviving spouse from further heartache.

South africaSouth africanSouth africansMaster of the high courtGuardian fundMost south africansHigh courtEstate duty actSurviving spouses actகுரு ஆஃப் தி உயர் நீதிமன்றம்பாதுகாவலர் நிதிஉயர் நீதிமன்றம்எஸ்டேட் கடமை நாடகம்பிழைத்து வாழ்க்கைத் துணைவர்கள் நாடகம்

The A-Z of estate planning

The A-Z of estate planning
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South africaSouth africanMaster officeMaster of the high courtGuardian fundMaster office for letters of executorshipOffice of the masterPublic investment commissionIncome taxEstate dutyPublic investmentIntestate succession actPension fundsHigh courtEstate duty actகுரு அலுவலகம்

Owning assets in a foreign country

Owning assets in a foreign country
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United kingdomSouth africaSouth africansSouth africanMaster of the high courtSouth african willHigh courtEstate duty actஒன்றுபட்டது கிஂக்டம்குரு ஆஃப் தி உயர் நீதிமன்றம்உயர் நீதிமன்றம்எஸ்டேட் கடமை நாடகம்

Trust-to-Trust: Can you bypass estate duty through the use of a trust?

Trust-to-Trust: Can you bypass estate duty through the use of a trust?
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Civil unionAfrican revenue service sarsEstate duty actSouth african revenue serviceMarriage actசிவில் தொழிற்சங்கம்எஸ்டேட் கடமை நாடகம்திருமணம் நாடகம்

The importance of beneficiary nomination

MONEYWEB app instead? The importance of beneficiary nomination Depending on the nature of the policy or investment, an estate planner can use beneficiary nomination to reduces estate costs. 25 May 2021 06:15 Image: Shutterstock An important part of estate and succession planning is ensuring that your beneficiary nomination accurately reflects your wishes and allows for no confusion when it comes to administering your estate. Depending on the nature of the policy or investment, an estate planner can use beneficiary nomination to reduces estate costs and ensure that his loved ones receive their inheritance efficiently and without delay. Â Life policies Life policies make excellent estate planning tools, especially when it comes to providing liquidity in your estate and making financial provision for your loved ones â although their efficiency is very much dependent on the correct beneficiary nomination. For instance, if the purpose of the life policy is to provide

South africaSouth africanBeneficiary fundGuardian fundEstate duty actPension funds actபாதுகாவலர் நிதிஎஸ்டேட் கடமை நாடகம்ஓய்வூதியம் நிதி நாடகம்