A New Year’s Resolution You Can Keep

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...

6 Reasons Why You Need An Estate Plan

Although we typically associate the term “estate” with the ultra-wealthy, estate planning is not just for the rich. Everyone, regardless of family dynamics or financial status, can benefit from having an estate plan—a collection of documents that specify how you want...

Six important tips for estate planning success

The increased Value-Added Tax (VAT) rate – announced in the 2018 National Budget – dominated headlines for weeks thereafter, but this is not the only tax change affecting consumers and investors. Many tax changes also affect estate planning and the cost of estate...

Avoid these errors when drafting your Will

When it comes to ensuring that your wealth is transferred to your heirs per your wishes, it is always advisable to seek the advice of an estate planning professional. A well-drafted Will should make the intentions of the testator clear and leave no room for...
What Your Will Document and Divorce Have in Common

What Your Will Document and Divorce Have in Common

Your will has much more in common with a divorce agreement than with any other document – as strange as that may sound. Consider a divorce agreement: A married couple decides to go their separate ways. After haggling over who gets what, they finally settle and...
How (Not) to Draft a Will

How (Not) to Draft a Will

It might be easy to argue that a will is an unnecessary document, especially if it won’t make any difference to the distribution of the assets in the estate. But beware. The argument is flawed for two reasons. Dying without a will, will result in a delay in the...

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