Accounting SA magazine runs an overview by Phia van der Spuy of the legislative and regulatory landscape for trusts – how it changed in 2023 and what lies ahead for…
Tag: Estate Planning
Rapport: Ouma en haar Blink Stefaans
In hierdie week se uitgawe van Rapport neem Nico van Gijsen die geval van ‘n weduwee ouma in haar vroeë 60’s wat ‘n nuwe liefde ontmoet.
Rapport: Onderdanig is soos om ‘n slaaf te wees
In hierdie week se Rapport praat Nico van Gijsen oor die noodsaaklikheid vir elkeen – en dit sluit ook tuisteskeppers in – om vir sy/haar eie finansiële welvaart te sorg.
Rapport: Hoe gemaak met oupa en ouma se annuïteit?
Die meeste oupas en oumas wil ietsie vir die kleinkinders nalaat.
Rapport: Diversifisering is meer as net ‘n gemiddeld
In hierdie week se Rapport kyk Nico van Gijsen na die belangrikheid van diversifisering wanneer dit kom by beleggingsbestuur.
City Press: Complaints flood in on delays in concluding deceased estates
Maya Fisher-French writes in City Press about the mounting frustrations experienced in the winding up of deceased estates.
Rapport: Maak testament deel van jou vakansieplanne
Vakansie is die ideal tyd om weer jou testament onder oë te kry.
Veeplaas: Interpretasie van ‘n testament en die bedoeling van die erflater
Rynoe Smith skryf in Veeplaas oor verskillende aspekte en die implikasies van vruggebruik. Dit kan glad nie so eenvoudig wees nie. Rynoe is lid van FISA, ‘n FPSA® en PSG Wealth-Adviseur.…
Tech4Law – Court case on unworthiness to inherit
Court case on unworthiness to inherit
iol: Is a trust an option to ring-fence a maintenance obligation?
Is a trust an option to ring-fence a maintenance obligation?
Rapport: Boedelbelasting op polisse kan (nét) so vermy word
Nico van Gijsen skryf oor boedelbelasting op polisse in die nuutste uitgawe van Rapport. Hy meen dat ‘n lewenspolis geagte eiendom en belasbaar is. Nico is ‘n lid van FISA…
iol.co.za: Consider a trust as a planning tool in case of dementia
Consider a trust as a planning tool in case of dementia
Durban University of Technology – retirement / estate planning webinar
The Durban University of Technology recently held a webinar on retirement and estate planning.
iol.co.za – Assets and family outside SA
Estate planning for ssets and family outside SA
Landbouweekblad – Siektedekking en jou boedel
Al hoe meer Suid-Afrikaners eis van hul versekeraars vir gevreesde siekte en trauma. Hoe beïnvloed dit jou boedelbeplanning? Lees wat sê Johan Brandt in Landbouweekblad. Johan is ‘n lid van…
Rapport – Só lyk a goeie boedelplan
Of jy min het, of baie, wat jy het moet up die sinvolste manier aangewend word. Lees Nico van Gijsen in Rapport. Nico is ‘n lid van FISA en besturende…
Without Prejudice: Estate planning during a pandemic
Estate planning during a pandemic
Landbouweekblad: Die dood is nie jou einde nie
Nico van Gijsen skryf vir Landbouweekblad. Nico is ‘n lid van FISA en besturende direkteur van Finlac. Lees die artikel hier.
You/Huisgenoot/Drum: Review your list of beneficiaries regularly
Review your list of beneficiaries
Money – Estate planning for women
This article focuses on the differences between estate planning for women and men. There are factors unique to women that have an impact on such planning.
FISA Heritage Project – the role of BoE
The role of BoE
Money Marketing: Longevity in estate planning
Longevity in estate planning
Rapport – Laat kind liewer erf, die belasting is dan minder
Nico van Gijsen skryf vir Rapport. Nico is ‘n lid van FISA en besturende direkteur van Finlac. Lees hier
Citizen, 3 August 2017: Your marital regime and your estate
Your marital regime affects your ability to bequeth your estate.