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31
Jul

An Open Letter about your life’s work

July 31, 2025, ,
To you, the reader, your family, network and community at large – there is still time to appoint a personal, trusted Executor, someone who knows you and acts with care, instead of leaving your heirs to deal with a call centre or rotating service desk for years to come. We have written an open letter...
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19
Nov

What is a Redistribution Agreement When Winding Up an Estate?

November 19, 2024,
What is a Redistribution Agreement When Winding Up an Estate? When winding up a deceased estate, the division of assets among heirs can sometimes be complex, especially when the estate includes a mix assets. A redistribution agreement is a legal tool that allows heirs to allocate assets in a manner that suits all parties, ensuring...
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07
Nov

What are the valid deductions that can be made before estate tax is payable?

November 7, 2024,
What are the valid deductions that can be made before estate tax is payable? There are various valid deductions before estate tax is payable. The list below is not exhaustive and include the following: his or her medical and funeral expenses the cost of completion of the estate (for example executor and Master’s fees) outstanding...
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01
Nov

How does a person that can’t write or a very ill testator draw up a will?

November 1, 2024,
How does a person that can’t write or a very ill testator draw up a will? Where a testator is illiterate and cannot sign, or is to ill to do so (he may be unable to write, but able to speak, for example), the law requires that he either sign the will by making a...
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25
Oct

Who Should Draft My Will?

October 25, 2024,
Who Should Draft My Will? Who should draft my will? Very often people draft their own wills, get a free will from the internet or from a big company. There is no such thing as a free will. If your will is drafted by you or someone that does not have the requisite knowledge then...
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11
Oct

Common Questions About Dying Without a Will: What You Need to Know

October 11, 2024,
Common Questions About Dying Without a Will: What You Need to Know Dying without a will can create uncertainty and unintended consequences for your loved ones. Without a clear plan in place, the Intestate Succession Act dictates how your estate will be distributed, which might not align with your wishes, especially if you have minor...
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13
Sep

Buying or selling a house?

September 13, 2024,
Buying or selling a house? One of the most exciting things that you will ever do in your life is to buy a house. If it’s your first house you are going to go through a series of emotions. You’ll be delighted when you find the right house, you’ll negotiate with the estate agent, there’ll be phone...
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06
Sep

Marriage Contracts

September 6, 2024
Marriage Contracts If you’re getting married, you know how much time and effort goes into planning every detail—the wedding dress, flower arrangements, table settings, and even the first dance. You want everything to go perfectly, from the bride and groom looking stunning to ensuring the guests are happy. And if a dog is carrying the...
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28
Aug

Estate Administration South Africa

August 28, 2024
Estate Administration South Africa Admin is not something that any of us enjoy doing and it’s even worse during a time of crisis. The one thing we should all do is have our affairs in order, at all times. And if you are reading this and thinking ‘my affairs are a mess’, then you need...
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21
Aug

What is Estate Duty?

August 21, 2024
What is Estate Duty? It is a tax levied on the net value of the estate and is paid to the State. How is Estate Duty calculated: Estate Duty is NOT paid if the estate is valued at less than R3.5 million. Most estates in South Africa have a net value of less than R3.5...
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