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Categories
Category Archives: Estate Planning
Viewpoint: Deemed disposal at death
Section 9HA of the Income Tax Act is a deemed disposal rule for deceased persons is effective from 1 March 2016 and is applicable in respect of a person who dies on or after that date Section 9HA of the … Continue reading
Posted in Estate Planning, Trusts, Will
Tagged Deceased estates, Estate Planning, Income Tax Act
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Caring for your loved ones by caring for their future
We’ve all seen it in movies and novels: A young unsuspecting person wakes up one day to find out that they had been left an extraordinarily large estate from a distant relative that they hardly knew existed. We chalk it … Continue reading
Posted in Estate Planning, Trusts, Will
Tagged Estate Planning, Family, Trusts, Wills
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The death of a shareholder: what happens next?
A shareholder can be defined as a person, whether natural or juristic, who owns shares or stock in a company. A person can be a sole proprietor or owner of 100% of the shares, or a part shareholder where for … Continue reading
DECEASED ESTATES: FAQ
Which Master of the High Court office do I report a deceased estate to? Where the deceased was resident in the Republic, the estate must be reported to the Master in whose area of jurisdiction the deceased was resident at … Continue reading
Posted in Estate Planning
Tagged Deceased Estate, Executors fees, High Court office
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U BOEDEL EN BEGRAFNISKOSTES
Die kostes ten opsigte van ‘n begrafnis of verassing kwalifiseer as geldige eise teen ‘n boedel en behoort dus as ‘n eis teen die boedel genoteer te word. In die verlede was begrafnisondernemers bereid om die diens te verskaf en … Continue reading
Posted in Estate Planning, Trusts, Will
Tagged Begrafnisreëlings, Eise, Familie
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Estate planning for young adults
It is very important for you to plan your estate, which could include a living will, a last will and a living trust. This can help families prepare for difficult times when you are no longer around to assist or … Continue reading
Posted in Estate Planning
Tagged Attorney, Estate Planning, WILL
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HOW TO REDUCE THE COSTS IN AN ESTATE
Ensure sufficient cash is available to avoid sale of assets – Fisa. Ingé Lamprecht / 7 March 2017 00:27 JOHANNESBURG – The death of a spouse, friend or relative is often an emotional time even before estate matters are addressed. And truth be … Continue reading
Posted in Estate Planning
Tagged Bond, Costs, estate
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ENSURE SUFFICIENT CASH IS AVAILABLE TO AVOID SALE OF ASSETS IN YOUR ESTATE
JOHANNESBURG – The death of a spouse, friend or relative is often an emotional time even before estate matters are addressed. And truth be told, death can be an expensive and cumbersome affair, particularly if estate planning was neglected, the … Continue reading
Posted in Estate Planning
Tagged Cash, estate, Fisa
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KEY QUESTIONS ON ESTATE PLANNING
Estate planning is like backache – sometimes you need alignment. Tiny Carroll* / 19 June 2012 09:01 I often say to clients that “Estate planning is like dealing with a backache – sometimes all it requires is a visit to the chiropractor for … Continue reading
Posted in Estate Planning
Tagged Assets, Beneficiaries, Pension Funds Act
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ESTATE PLANNING FOR YOUNG ADULTS
It is very important for you to plan your estate, which could include a living will, a last will and a living trust. This can help families prepare for difficult times when you are no longer around to assist or … Continue reading
Posted in Estate Planning
Tagged Attorney, estate, WILL
Comments Off on ESTATE PLANNING FOR YOUNG ADULTS