Amending my will
A client has recently had a baby and asked me how she goes about changing her will. A will ensures that the person that winds
July 15, 2021
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.
Personal information for my survivors upon my death or becoming incapacitated
Please see the attached useful FNB Personal Inventory which contains your personal information and details of your assets. I have posted a Wishes and Memories
June 18, 2019
Leaving this Mortal Coil
Leaving this mortal coil – taking care of your digital and physical assets To prepare for your death, I advise you to: Put together a
April 3, 2019
Master of the High Court: Intestate Succession
IF YOU DO NOT LEAVE A WILL http://www.justice.gov.za/master/m_deseased/deceased_intestate.html See the Intestate Succession Act. Any person of 16 years and over is free to make a
June 14, 2018
Freedom Of Testation
Can I choose who to benefit in my will? In South Africa, a person can leave his or her assets to whoever he likes, with
May 2, 2017
No interest on loans to trusts
One way of avoiding estate duty and donations tax is to sell an asset to a family trust for a market related value. The rationale
April 25, 2017
If I am married in community of property, what can I leave in my will?
A client asked: What are the implications when folks get married in community of property after a property was purchased in any one’s name, draw
February 16, 2017
Is An Enduring Power Of Attorney Binding In South Africa?
Does my mom’s power of attorney endure if she can’t manage her affairs? A person has full contractual capacity if he or she can conclude
January 11, 2017
Overseas assets and your will
If you have offshore assets, it’s a good idea to have separate wills, one for your assets in South Africa, and the other/s for assets
April 6, 2016
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
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