The Applicable Law of Succession to a South African Domiciled Individual
A UK solicitor asked us to provide a certificate of applicable law regarding succession for a deceased individual domiciled in South Africa. In the UK,
March 27, 2025
WILLS AND DECEASED ESTATES ARTICLES
Holistic Estate Planning: Protect Your Assets, Plan for Succession, and Ensure Disability Protection
Bregman Moodley Attorneys work with estate planning expert Dr Mervin Messias to devise a comprehensive estate plan that addresses all aspects of your life. Discover how a holistic estate plan can protect your assets, plan for succession, and ensure disability protection.
At Bregman Moodley Attorneys, we understand the importance of estate planning. That’s why we work closely with Dr Mervin Messias, an estate planning expert, to create a comprehensive estate plan that considers all aspects of your life.
A holistic estate plan must address three critical issues: asset protection, succession planning, and disability protection. By considering these factors, we can create a plan that ensures your loved ones are taken care of both before and after your death.
To achieve the desired outcome, a holistic estate plan establishes one or more discretionary living trusts. By setting up these trusts during your lifetime, we can address all concerns in the most appropriate manner.
The main focus of a holistic estate plan is to prioritize the following in this order:
- Ensuring the well-being of you and your spouse.
- Providing for your family.
- Protecting your wealth.
- Enhancing your wealth.
- Saving taxes.
By prioritizing these factors, we can create a comprehensive estate plan that meets your needs and protects your assets. Contact us today to learn more about how we can help you plan for the future.
Understanding the Rights and Responsibilities of an Executor in Estate Administration
What Are The Rights And Responsibilities Of An Executor Appointment and Authority Appointed by the Master of the High Court or named in the deceased’s
February 19, 2025
Inheritance Rights: Understanding Your Entitlements as a Child of the Deceased
Inheritance Rights FAQ’s A client asked: “My father passed away three months ago, and I am his only child. He remarried before he passed away.
February 19, 2025
Understanding Income Tax Obligations for Deceased Estates in South Africa
In South Africa, the obligation to register deceased estates for income tax purposes involves distinct responsibilities both before and after the death of an individual.
December 11, 2024
Essential Estate Planning: Preparing Your Digital and Physical Assets for Survivors
Planning for your death is a crucial task that many people overlook or postpone. This article emphasises the importance of preparing for the inevitable to
November 27, 2024
Understanding Failed Legacies and Estate Distribution in South African Succession Law
Introduction This article explains the different types of legacies, what happens to the leftover assets in an estate, and the legal outcomes when legacies fail.
October 16, 2024
Embracing Alternative Dispute Resolution in Estate Disputes
Introduction Estate disputes often involve sensitive issues like a testator’s mental capacity, undue influence, ambiguities in a will, or family maintenance claims. These disputes can
May 20, 2024
Everything You Need To Know About Prenup Contracts In South Africa
Marriage is a significant life event that brings two individuals together in a legally recognised union. In South Africa, the implications of marriage extend beyond
December 12, 2023
Guidelines for Updating Your Will in South Africa: Knowing When It’s Time for a Revision
Introduction: Creating a will is a crucial step in securing the future of your assets and ensuring that your wishes are honored after your passing.
November 15, 2023
Dealing With A Usufruct In the Sale of Bequeathed Immovable Property Due to Estate Illiquidity
A client asked: where the surviving spouse holds a life usufruct over a property, what is the position if the executor needs to sell it
October 12, 2023
Dealing With A Usufruct In The Sale Of Bequeathed Immovable Property Due to Estate Illiquidity
Introduction: A client asked: where the surviving spouse holds a life usufruct over a property, what is the position if the executor needs to sell
October 6, 2023
South African Intestate Succession Law for Sole Surviving Descendants
Introduction: A South African citizen approached me seeking clarity on the legal situation after her father’s passing in 2022. Her father had no will, and
October 2, 2023