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The Risks of Equally Bequeathing Property to Children in Your Estate
When planning your estate, many people assume that dividing property equally among their children is the fairest approach. At first glance, this seems straightforward and just. However, equally splitting property can lead to unexpected complications, family disputes, and financial challenges. Understanding these risks can help you make better decisions that protect your legacy and family harmony.

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3 min read


The Importance of an Independent Trustee for Your Family Trust in South Africa and Potential Risks of Not Having One
Setting up a family trust in South Africa is a popular way to protect assets, manage wealth, and plan for future generations. But one crucial decision often overlooked is whether to appoint an independent trustee. Choosing an independent trustee can make a significant difference in how your trust operates and safeguards your family’s interests. This post explains why having an independent trustee matters and what could happen if you don’t include one in your family trust.

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3 min read


Maximize Your Savings: How a Trust Structure Can Reduce Tax and Estate Fees in South Africa
When planning your financial future in South Africa, many people overlook a powerful tool that can save money and provide peace of mind: a trust structure. Trusts are often seen as complex or expensive, but in reality, they can cost you nothing in tax savings and estate fees while offering significant benefits.

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3 min read


Should I Buy Property in My Name, Trust or Company
Deciding how to hold property is one of the most important choices for any investor or homeowner. The decision to purchase property in your personal name, through a trust, or via a company affects taxes, liability, control, and future flexibility. Each option has its own advantages and drawbacks, so understanding these differences can help you make a clear, confident choice.

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3 min read


Understanding Trust Mortis Causa in South Africa and Its Worthwhile Benefits
When planning your estate, you might come across the term trust mortis causa. This type of trust is often mentioned in legal and financial circles in South Africa, but many people are unsure what it means or whether it is a good option for their estate planning.

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4 min read


Understanding the Costs of Estate Planning in South Africa and Strategies to Reduce Them
Estate planning is a crucial step for anyone who wants to manage their assets effectively and ensure their loved ones are taken care of after they pass away. In South Africa, the process involves various costs that can sometimes be surprising or overwhelming. Knowing what these costs are and how to reduce them can save you money and stress in the long run.

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4 min read


The Importance of an Offshore Last Will for South Africans with Assets Abroad
When a South African passes away owning assets outside the country, having only a South African last will can create significant complications. Many people assume that a single will covering all their assets is enough, but this is often not the case. Without an offshore last will, the process of transferring foreign assets can become lengthy, costly, and legally complex.

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4 min read


What Happens When You Pass Away Without a Valid Last Will
Passing away without a valid last will can create a complex and stressful situation for your loved ones. Without clear instructions, the distribution of your assets and care for dependents may become tangled in legal processes that take time and money. Understanding the consequences of dying intestate (without a will) helps highlight why having a valid last will is crucial.

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3 min read
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