Must a pension fund give effect to the wishes of the deceased?
The issue before the court was who a pension fund must pay the death benefits to. In a beneficiary nomination form, the deceased nominated only
March 29, 2016
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.
Capacity to benefit under a will
The following persons are disqualified from benefitting under a will: 1) A person who has unduly influenced the person who wrote the will to give
January 26, 2016
What happens if a usufructuary dies and she rented out the house during her lifetime?
What rights does the owner have to sell the house? What rights does the tenant enjoy? Here’s an example of a simple usufruct: I bequeath
December 1, 2015
What happens to your assets if you die without a will and any living relatives?
A client advised that a friend died without leaving a will. His assets include a townhouse, two cars and a few bits of furniture. Who
May 22, 2015
Must I amend my will after a divorce?
In the aftermath of a divorce, a person often forgets to amend his or her will. A bequest to your divorced spouse in your will,
September 30, 2014
Catholic Living Will and Proxy for Health Care Decisions
A living will is very important in Roman Catholicism because it gives advance directives for health care, to provide the guidance and authority needed to
May 8, 2014
ConCourt rules customary inheritance laws unconstitutional
The Constitutional Court has declared laws governing primogeniture – which allows complete inheritance by the eldest male descendant –to be unconstitutional and invalid. In a landmark ruling
May 8, 2014
Formalities in terms of the Wills Act (7 of 1953)
Who may make a will and what are the requirements Formalities in terms of the Wills Act (7 of 1953) By R Bregman Who is
May 8, 2014
Small Business and Marriage: good bed mates?
Getting married in community of property is hazardous to your future. What to do about it. Small Business and Marriage: good bed mates? By Peter Carruthers
May 8, 2014
‘Spouse’ in Intestate Succession Act and the Maintenance of Surviving Spouses Act includes partners to Muslim marriages
Persons married according to Muslim rites are spouses for the purposes of inheriting or claiming from estates where the deceased died without leaving a will.
May 8, 2014
Intestacy
If there is one surviving parent and no descendants of the deceased parent, the surviving parent inherits the whole of the estate. NO SPOUSE, DESCENDANT
May 8, 2014
Why you need a will
Dying without a will has major implications for both the deceased person as well as the family they leave behind. Why you need a will
May 8, 2014