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.
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.
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
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
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
Navigating Estate Challenges: Widow’s Resistance to Property Sale Introduction An executor had to sell a home to settle estate debts, but the widow refused to
A client asked: What happens if I don’t revoke my first South African will where I leave everything to one person and then make a
Introduction: When someone passes away, the administration of their estate is carried out by an executor appointed to handle their affairs. However, there are circumstances
What are the legal requirements to deregister a Trust? Termination of a trust can occur through various means, such as legal operation, achievement of trust
A client asked: “I am an illegitimate child and my father passed away. Can I claim from his estate”? In South Africa, the rights of