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Funeral And Estate Planning

Is your estate in order?

Making sure you have a funeral plan that provides for a dignified burial may be the first step you take, but there is so much more to consider. These considerations must be stated in your last will and testament.
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Last Will

Deceased estates and the law

Death is a difficult and emotional subject to handle. While we can’t take away the pain, we can make the experience a little easier by helping you prepare for the practical realities that need to be in place.
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Deceased Estate

Deceased estates

Plan your estate now to eliminate any problems upon your death. Protect your loved ones by minimising the chances of family strife and ugly battles.
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Preparing for the death of a parent

Imagining life without your parents is tough, but as they grow older, losing your mom and dad becomes a hard fact you have to face
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Funeral cover planning

The Final Cost: Financing a Funeral

Legal&Tax’s Funeral Plan can be a caring companion at this time of pain. Instead of tying its members down into specific service providers, Legal&Tax pays out in cash immediately.
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Funeral Death and Taxes 2023 Feature

Death & Taxes

Understanding Estate Tax in South Africa: A Comprehensive Guide and What to Expect as a Beneficiary
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Frozen assets after death

Your estate and bank accounts can be frozen for a long time after your death. Here's how you can help your family pick up the pieces and have enough funds to live on.
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Funeral A life or a legacy Feature

Securing Your Legacy: Inspiring Legacies and Financial Security from Vilakazi Street

Commemorating the 30th anniversary of Nelson Mandela's Nobel Peace Prize, this article reflects on the inspirational legacies of Mandela and Desmond Tutu on Vilakazi Street in Soweto. It emphasises the power of leaving a lasting legacy and highlights the importance of securing the financial well-being of loved ones.
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Burial or Bling?

From mushrooms to diamonds, here are five weird and wonderful ways to spend eternity.
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Funeral Dead right Feature

Last Rights

Not a lot really. While legally your own rights will no longer exist, there are the rights of those left behind, and the courtesies that we extend to them during their grief.
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Dealing with death and frozen accounts

Death & frozen bank accounts

When you die your assets are frozen for the executor of the estate to correctly assess the value and determine the solvency of your estate.
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Funeral The Importance of Funeral Insurance for Women Feature

Protecting Tomorrow: The Importance of Funeral Insurance for Women

According to MoneyWEB, Women live longer than men but save less. This statistic is a painful reminder of women's unique financial challenges. As the primary caregivers and often the financial planners of their families, women play a significant role in ensuring the wellbeing of their loved ones. One essential aspect of this responsibility is securing a funeral insurance plan.
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Providing for your children even after you’re gone

Leaving behind a life insurance policy, writing a Will and setting up a Trust provides financial support and protection for your children in the event of your death.
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Planning the paperwork of your passing

When you're gone, you can alleviate the burden and stress on your loved ones by putting together a "red file" (also known as a death file) which will house all your valuable information needed to carry out your funeral as well as to settle your estate.
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How to guides
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A self help guide on putting together your last will and testament

Death is inevitable, therefore it's wise to plan ahead by having a will to ensure that your last wishes are carried out and your estate is distributed accordingly.
How to guide
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Last will and testament

Wills & Estates

Watch our webinar where Head of Legal Helpline, Michael Visser answers your frequently asked questions about wills and estates.
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Honouring Your Legacy Wills and Heritage 1

Honouring Your Legacy: Wills and Heritage

In South Africa, cultural heritage is a cornerstone of personal identity. As diverse traditions and beliefs shape our lives, preserving this heritage is key to our legacy. Drafting a legally sound Will is one of the most effective ways to ensure that your cultural values and assets are passed down according to your wishes.
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Last will and testament pic

What is a will and testament?

Our Head of Legal Helpline, Michael Visser explains this estate planning document
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