Skip to navigation Skip to content
FISA

  • Lost Password
  • Home
  • About
    • About FISA
    • Fiduciary – what is it?
    • The FISA Chairperson’s Award
    • Deceased Estates
    • Estate Planning
    • Wills
    • Trusts
    • Impaired Capacity
    • Beneficiary Funds
  • Join
  • Members
    • FISA Members
    • FISA Council
  • Supporters
    • FISA Supporters
    • FISA Advertisers
  • Careers
    • Careers
    • Jobs
  • Events
    • Upcoming Events
    • FISA Conferences
    • Regional Meeting Presentations
    • AGMs
      • FISA AGM 2022 – Presentations
      • FISA AGM 2021 – Presentations
      • FISA AGM 2021 – Photo Galleries
      • FISA AGM – 2020
  • FPSA®
  • Media
    • Media Room
    • News
    • Covid-19 and Lockdown
    • Podcasts
    • Press Releases
    • FISA Conferences
  • Resources
    • FISA Resources
    • Bank Processes on Deceased Estates
    • Code of Ethics
    • Constitution & Regulations
      • Constitution
      • Disciplinary Regulations
      • Membership Regulations
      • Professional Standards Regulations
      • Regulations for Regional Committees
    • Court Cases
    • CPD Infomation
    • Legislation
    • Guidelines for using the FPSA Registered Mark
    • Regional Meeting Minutes
    • Regional Meeting Presentations
    • Useful Links
  • Contact
  • Home
  • About
    • About FISA
    • Fiduciary – what is it?
    • The FISA Chairperson’s Award
    • Deceased Estates
    • Estate Planning
    • Wills
    • Trusts
    • Impaired Capacity
    • Beneficiary Funds
  • Join
  • Members
    • FISA Members
    • FISA Council
  • Supporters
    • FISA Supporters
    • FISA Advertisers
  • Careers
    • Careers
    • Jobs
  • Events
    • Upcoming Events
    • FISA Conferences
    • Regional Meeting Presentations
    • AGMs
      • FISA AGM 2022 – Presentations
      • FISA AGM 2021 – Presentations
      • FISA AGM 2021 – Photo Galleries
      • FISA AGM – 2020
  • FPSA®
  • Media
    • Media Room
    • News
    • Covid-19 and Lockdown
    • Podcasts
    • Press Releases
    • FISA Conferences
  • Resources
    • FISA Resources
    • Bank Processes on Deceased Estates
    • Code of Ethics
    • Constitution & Regulations
      • Constitution
      • Disciplinary Regulations
      • Membership Regulations
      • Professional Standards Regulations
      • Regulations for Regional Committees
    • Court Cases
    • CPD Infomation
    • Legislation
    • Guidelines for using the FPSA Registered Mark
    • Regional Meeting Minutes
    • Regional Meeting Presentations
    • Useful Links
  • Contact
Home / Posts tagged “Estate Planning”

Tag: Estate Planning

Posted on July 18, 2022

Veeplaas: Interpretasie van ‘n testament en die bedoeling van die erflater

Written by
Aaron
Posted in
Estate Planning, News, Wills
Tagged
Estate Planning, usufruct, Wills

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.…

Read more

Posted on June 1, 2022

Tech4Law – Court case on unworthiness to inherit

Written by
Aaron
Posted in
Court Cases, News
Tagged
court case, Estate Planning

Court case on unworthiness to inherit

Read more

Posted on November 4, 2021

iol: Is a trust an option to ring-fence a maintenance obligation?

Written by
Aaron
Posted in
Estate Planning, News, Trusts
Tagged
beneficiaries, Estate Planning, trust

Is a trust an option to ring-fence a maintenance obligation?

Read more

Posted on November 4, 2021 November 4, 2021

Rapport: Boedelbelasting op polisse kan (nét) so vermy word

Written by
Aaron
Posted in
Estate Planning, News, Tax
Tagged
Estate Planning, Tax

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…

Read more

Posted on May 6, 2021

iol.co.za: Consider a trust as a planning tool in case of dementia

Written by
Aaron
Posted in
Estate Planning, News, Trusts
Tagged
Estate Planning, trust

Consider a trust as a planning tool in case of dementia

Read more

Posted on April 15, 2021

Durban University of Technology – retirement / estate planning webinar

Written by
Aaron
Posted in
Estate Planning, News, Wills
Tagged
Estate Planning, Wills

The Durban University of Technology recently held a webinar on retirement and estate planning.

Read more

Posted on January 13, 2021

iol.co.za – Assets and family outside SA

Written by
Aaron
Posted in
Estate Planning, News
Tagged
Estate Planning, trusts, Wills

Estate planning for ssets and family outside SA

Read more

Posted on January 11, 2021

Landbouweekblad – Siektedekking en jou boedel

Written by
Aaron
Posted in
Estate Planning
Tagged
Estate Planning

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…

Read more

Posted on January 11, 2021 January 11, 2021

Rapport – Só lyk a goeie boedelplan

Written by
Aaron
Posted in
Estate Planning, News, Wills
Tagged
Estate Planning, will

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…

Read more

Posted on June 11, 2020

Without Prejudice: Estate planning during a pandemic

Written by
Aaron
Posted in
Covid-19 and Lockdown, Estate Planning, News
Tagged
COVD-19, Estate Planning

Estate planning during a pandemic

Read more

Posted on January 11, 2020

Landbouweekblad: Die dood is nie jou einde nie

Written by
Aaron
Posted in
Estate Planning, Estates, News
Tagged
Estate Planning, estates

Nico van Gijsen skryf vir Landbouweekblad. Nico is ‘n lid van FISA en besturende direkteur van Finlac. Lees die artikel hier.

Read more

Posted on January 11, 2020

You/Huisgenoot/Drum: Review your list of beneficiaries regularly

Written by
Aaron
Posted in
Estate Planning, News
Tagged
beneficiaries, Estate Planning

Review your list of beneficiaries

Read more

Posted on November 19, 2019 December 8, 2019

Money – Estate planning for women

Written by
Lucy
Posted in
Estate Planning, News
Tagged
Estate Planning

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. 

Read more

Posted on October 16, 2019 October 17, 2019

FISA Heritage Project – the role of BoE

Written by
Aaron
Posted in
Estate Planning, Heritage, News, Trusts
Tagged
Estate Planning, Heritage, trusts
Comments
1 Comment

The role of BoE

Read more

Posted on October 8, 2019

Money Marketing: Longevity in estate planning

Written by
Aaron
Posted in
Estate Planning, News, Trusts, Wills
Tagged
Estate Planning

Longevity in estate planning

Read more

Posted on October 2, 2019

Rapport – Laat kind liewer erf, die belasting is dan minder

Written by
Aaron
Posted in
Estate Planning, News
Tagged
Estate Planning

Nico van Gijsen skryf vir Rapport. Nico is ‘n lid van FISA en besturende direkteur van Finlac. Lees hier

Read more

Posts navigation

  • 1
  • 2
  • …
  • 9
  • Next
Recent Posts
  • Businesslink: Selling a deceased’s immovable property
  • Rapport: As jy nou regtig móét aftree
  • ENCA: FISA CEO on changes to the Trust Property Control Act
  • Independent trustee wanted
  • Call for agenda points for the FISA AGM
  • Rapport: Op soek na dié aftreeplan? Hier is hy nou!

Upcoming Events

  • There are no upcoming events.
Job Opportunities
  • Estate Planning & Wills Consultant – Sentinel International, Woodmead

    • Woodmead, Johannesburg
    • Full Time
  • Deceased Estates Administrator – Capital Legacy, Johannesburg

    • Johannesburg
    • Full Time
2023 FISA
  • PAIA
  • Privacy Policy
  • My Account
  • Search
  • 0