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Uncovering Estate Planning Myths in 2021
Common misconceptions surrounding estate planning as well as a lack of focus on legacy planning has resulted in a number of common myths to occur. As 2021 is well-underway, it is crucial for individuals, families, entrepreneurs, and estate holders to reevaluate the...
What happens to my estate if I die without a valid will? 5 biggest myths
When it comes to estate planning, we still unfortunately encounter many misconceptions about the drafting and executing of a last will and testament, says Seugnet Moggee, fiduciary partner at Citadel Fiduciary. In particular, there are five key myths about wills in...
A New Year’s Resolution You Can Keep
If you're anything like us, you'll be staying up on New Year's Eve this year... Not so much to see in the New Year, but to make jolly sure the Old one leaves! Now allow us to propose an addition to your list of New Year's Resolutions - one you can actually keep! Have...
Do you need an estate plan?
Estate planning can be a neglected part of financial planning. Among the key issues to consider are children, the size of your estate, and privacy. It's easy to delay answering uncomfortable questions such as "What happens to my assets and my loved ones when I die?"...
The advantages of having a will
Most of us work hard and act prudently to build up and protect our estate. We want to enjoy the benefits of our labour and ultimately, provide for our dependants. To achieve this, we conclude many contracts and sign numerous documents. It seems foolhardy to undo all...
Top Ten Reasons to Have a Will
Having a will is arguably one of the most important things you can do for yourself and your family. Not only can a will legally protect your spouse, children, and assets, it can also spell out exactly how you would like things handled after you have passed on. While...
The importance of updating your will regularly
Covid-19 is probably the word trending the most throughout the entire globe, for the wrong reasons I might add, and it is certainly serving as a wake-up call to a lot of us to update our personal affairs, of which our last will and testament should be the number one...
How many wills do I need?
Dying intestate or without a valid will, causes a host of problems. The greatest of which is you cannot always be assured that the person that you want to receive your assets will do so. You also cannot confirm who will be responsible for your estate (i.e. executor)...
6 Ways to use a trust in estate planning
The increased focus on trusts by the SA Revenue Service, as well as revenue authorities abroad, raises the question of whether trusts should still be used in estate planning or not. Hilary Dudley, managing director of Citadel Fiduciary, says it has become much more...
Making a will and planning what to leave
When making your will, think about how much you have to leave and who gets what. This guide will help you work out the basics, so you can get started with writing your will. Making your will – step by step What to do once you’ve made your will Making your will – step...