The important role of independent trustees in a family business trust

If an executor has to make a decision that will affect their own rights or the rights of people connected to them, this can have serious consequences – Fisa CEO Louis van Vuren.

Understanding the importance of expert advice when drafting a valid power of attorney and executable will may save you time and money.

Unnecessary and costly delays can prolong the trauma and potentially cause financial hardship.

'Stay away from discriminatory bequests on the basis of classes of heirs, such as gender,’ advises Louis van Vuren, CEO of the Fiduciary Institute of Southern Africa.

Choosing the right matrimonial property regime is as important as choosing the right person to spend the rest of your life with, because both decisions have everlasting consequences.

Louis van Vuren looks at things testators and trustees need to keep in mind when planning bequests.

The importance of having a valid will and nominating an appropriate person as the executor of your estate cannot be emphasised enough.

Life is complicated – organise as best you can, while you can.

Possible capital gains tax is compounded by the fact that the applicable exclusions have not been adjusted for inflation for years.

Decisions made before the big day could end up working against the party they aim to protect.

When it comes to estate planning, people seldom appreciate the complexities a global footprint brings – Fisa.

Dr Eben Nel explains how proper estate planning ties in with the drafting of a valid and meaningful will.

Learn from the mistakes of others and don’t be tempted to do it yourself.

It’s vital to stick to the formalities when executing your will.