Articles tagged as "estate planning"
The three essentials of estate planning
Dying without having a valid will in place is a sure recipe for family conflict. Yet, according to statistics from the High Court, 85% of South Africans don'...
How to invest offshore with Allan Gray – and allow for the transfer of wealth
Investing offshore is an important way to diversify your portfolio, spread your risk and get access to companies and industries not available locally. Julie...
How to use financial products to enhance estate planning
Felicia Hlophe, legal adviser at Allan Gray, summarises four key estate planning principles and explains how some financial products can be used to provide a...
Get your affairs in order during National Wills Week
It is difficult to confront our mortality, but the fact is that we are all going to die one day and leave our loved ones behind. As a result, it is important...
What happens to your minor children when you die?
While undoubtedly the worst-case scenario to consider, as parents, we need to make sure our children’s needs are accounted for in the tragic event of our...
Building a legacy: Part 2
Successfully building a legacy for our loved ones hinges on the strategies we put in place to achieve our financial goals. In the second of a two-part Zoom...
Building a legacy: Part 1
Achieving financial freedom and building a lasting financial legacy is a goal for many South Africans. In the first of a two-part Zoom webinar, hosted by...
How your retirement fund benefits are allocated when you die
The process behind retirement fund death claims is challenging to understand and complex to execute. Sonja Smit discusses how to be better informed as a...
National Wills Week: Time to review your will
National Wills Week, which takes place between 16 and 20 September, is the perfect opportunity to review your will, or get a will drafted for free.
Don't let your hard-earned savings go unclaimed
According to reports, more than R17bn lies potentially unclaimed in unit trusts and policies. Tim Molloy explains how you can ensure this doesn’t happen to...
Prioritise your dependants and loved ones during National Wills Week
It’s National Wills week from the 17-21 September 2018 – consider taking advantage of the offer from a participating attorney to get your Last Will and...
Five things to consider when drafting your Will
It is said that the only certain things in life are death and taxes. Why is it then that so many of us fail to plan for when these inevitable things meet? In...
Your last Will & testament: Tips to ensure your loved ones are covered
What happens to your investments when you die? Will they pass to your loved ones, as you would want? An uncomfortable topic to think about, but one that we a...
