Estate Planning (including business planning)

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tax

Wills, Trusts and Estates: The Importance of reviewing a trust

Despite the skepticism with which they are viewed by SARS and the ever-tightening regulatory environment, trusts remain invaluable tools in estate planning. Especially if they are setup to serve a well-planned and predefined purpose.   Another misconception, is that once you have setup a trust no amendment is ever needed in future, or that the […]

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movable assets

Movable assets in South Africa of a deceased who was ordinarily resident in another state – Section 20 of the Administration of Estates Act 66 of 1965 and the relevance thereof to legal practitioners

With the percentage of South African citizens immigrating to other countries increasing yearly, it is necessary to be aware of the fact that many of these individuals will most likely spend the rest of their lives in that country. This means that they will most likely concluded their last will and testament there. Most of […]

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deceased's estate

Why the process of winding up a deceased’s estate is lengthy

The process of claiming from a deceased’s estate can be a daunting exercise for surviving family members, especially if the deceased was the sole bread-winner. Family members are often under the impression that, once there is a death in the family, the estate of the deceased will be released within a short period of time to […]

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cohabitation

The myths of cohabitation

In South Africa there is a myth that, if you are not married, but living with (cohabiting) your partner for a certain amount of time, it translates into a “common law marriage” by default.  The truth is: cohabitation or living together is not recognised as a de facto marital relationship, of any kind, in terms […]

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will

The importance of a proper will when you have children – RSG Rand en Sent – 1 May 2016

Nicolene Schoeman-Louw was again featured on RSG’s “Rand en Sent” on Sunday, 1 May 2016.  Following the discussion on buying shares online and investment advice, she discusses why it is of utmost importance to have the correct will drafted when you have children. Listen to the podcast by clicking here. There are many medicines. Certain medicines are popular. […]

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