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Anomaly in two important pieces of legislation addressed

15 Mar 2022 /  Amanda Visser
Recent case again emphasises the importance of a will.
1

Avoid these pitfalls when drafting your will

14 Mar 2022 /  Amanda Visser
Fisa chair Ian Brink explains how vague or unclear testamentary instructions when drafting a will, as well as inadequately identified heirs, can delay the finalisation of this important document.

The important role of independent trustees in a family business trust

1 Sep 2021 /  Amanda Visser
It is critical for trustees to remain impartial.
1

The main considerations when nominating an executor of your estate

31 Aug 2021 /  Amanda Visser
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.
7

Proper knowledge is necessary when dealing with wills and powers of attorney

30 Aug 2021 /  Amanda Visser
Understanding the importance of expert advice when drafting a valid power of attorney and executable will may save you time and money.
3

Managing delays in the winding up of a deceased estate

25 Mar 2021 /  Amanda Visser
Unnecessary and costly delays can prolong the trauma and potentially cause financial hardship.
3

Century-old biased will tested all the way up SA judicial system

24 Mar 2021 /  Amanda Visser
'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.

Making the right choices makes for a happier and fairer marriage

23 Mar 2021 /  Amanda Visser
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.

Trust implications for planning around the death of the trust founder

2 Sep 2020 /  Amanda Visser
Louis van Vuren looks at things testators and trustees need to keep in mind when planning bequests.
20

The value of appointing a professional executor to finalise your estate

1 Sep 2020 /  Amanda Visser
The importance of having a valid will and nominating an appropriate person as the executor of your estate cannot be emphasised enough.
1

The file of life

31 Aug 2020 /  Amanda Visser
Life is complicated – organise as best you can, while you can.
3

The sneaky death tax that’s easy to forget

4 Mar 2020 /  Amanda Visser
Possible capital gains tax is compounded by the fact that the applicable exclusions have not been adjusted for inflation for years.
3

Which marriage contract should you choose?

3 Mar 2020 /  Amanda Visser
Decisions made before the big day could end up working against the party they aim to protect.
12

A global asset and family footprint requires careful estate planning

2 Mar 2020 /  Amanda Visser
When it comes to estate planning, people seldom appreciate the complexities a global footprint brings – Fisa.

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