Trust-worthy: Trustees, trust administrators, and accountants brace yourselves

After the government promulgated onerous amendments to the Trust Property Control Act (TPCA) on December 22, 2022, and issued regulations for its implementation on March 31, 2023, the Department of Justice and Constitutional Development issued a media statement reminding (informing) the public that these new measures have come into effect …

Dementia planning is an important part of estate planning

Loss of mental capacity is a reality of ageing and should not be avoided when constructing your estate plan. 18 August 2022 04:42   /  By  Devon Card – Crue Invest (Pty) Ltd A robust estate plan should include a rigorous set of assumptions and scenarios to ensure that you plan for various eventualities …

Top tips for estate planning success

Including evaluating the liquidity of your estate, communicating with your heirs, and re-assessing your trust-related estate planning goals in general. Image: Shutterstock Having a valid and up to date will in place is an especially crucial element of a comprehensive financial plan, but this is not the only element required …

Use this time to draft a Will & do Estate Planning

    At the moment, most of us are working from home until such time as the lockdown (or any extension thereof) is lifted. While inconvenient, it does present the perfect opportunity to get your personal affairs in order, including Estate planning and the preparation of a Will. Why should …

Is your Last Will and Testament valid and up to date?

  Drafting a will is something that everybody should prioritize since we never know what the future holds. We are all aware of the saying ‘nothing is certain except death and taxes. Morbid as it might sound, it’s never a convenient time to start thinking about what will happen to …