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Trust implications for planning around the death of the trust founder

Trust implications for planning around the death of the trust founder

2 September 2020  / Amanda Visser  
Louis van Vuren looks at things testators and trustees need to keep in mind when planning bequests.
The value of appointing a professional executor to finalise your estate

The value of appointing a professional executor to finalise your estate

1 Sep 2020 /  Amanda Visser   19
The importance of having a valid will and nominating an appropriate person as the executor of your estate cannot be emphasised enough.
The file of life

The file of life

31 Aug 2020 /  Amanda Visser   1
Life is complicated – organise as best you can, while you can.
The sneaky death tax that’s easy to forget

The sneaky death tax that’s easy to forget

4 Mar 2020 /  Amanda Visser   3
Possible capital gains tax is compounded by the fact that the applicable exclusions have not been adjusted for inflation for years.
Which marriage contract should you choose?

Which marriage contract should you choose?

3 Mar 2020 /  Amanda Visser   3
Decisions made before the big day could end up working against the party they aim to protect.
A global asset and family footprint requires careful estate planning

A global asset and family footprint requires careful estate planning

2 Mar 2020 /  Amanda Visser   12
When it comes to estate planning, people seldom appreciate the complexities a global footprint brings – Fisa.
The importance of estate planning

The importance of estate planning

31 Jul 2019 /  Amanda Visser  
Dr Eben Nel explains how proper estate planning ties in with the drafting of a valid and meaningful will.
Why a DIY will is not a good idea

Why a DIY will is not a good idea

30 Jul 2019 /  Amanda Visser   1
Learn from the mistakes of others and don’t be tempted to do it yourself.
The emotional and financial cost of a poorly-drafted will

The emotional and financial cost of a poorly-drafted will

29 Jul 2019 /  Amanda Visser   1
It’s vital to stick to the formalities when executing your will.
The position and rights of trust beneficiaries

The position and rights of trust beneficiaries

6 Mar 2019 /  Ingé Lamprecht   1
What you need to know.
Why it’s important to appoint an independent trustee

Why it’s important to appoint an independent trustee

5 Mar 2019 /  Ingé Lamprecht   5
Even though cost may be a deterrent.
The obligations and responsibilities of trustees

The obligations and responsibilities of trustees

4 Mar 2019 /  Ingé Lamprecht  
Indemnity clauses in family trusts not worth the paper they are written on.
Practical considerations after the death of a loved one

Practical considerations after the death of a loved one

1 Aug 2018 /  Ingé Lamprecht   11
How to deal with estate matters.
Dementia, Alzheimer’s and the protection of assets

Dementia, Alzheimer’s and the protection of assets

31 Jul 2018 /  Ingé Lamprecht   3
Mental capacity, power of attorney and other things to consider.
Yes, testamentary trusts are still useful

Yes, testamentary trusts are still useful

30 Jul 2018 /  Ingé Lamprecht   4
Despite regulations to curb the avoidance of estate duty.
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