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Description

In this episode, Lieze-Marie Brink and Jacques Van Niekerk from the Investec Tax and Fiduciary team discuss the key aspects of estate planning and drafting a will in South Africa. They cover what should be included in a will, how to get started, and the importance of updating it after major life changes.



Jump to topics of interest



00:00 Introduction



01:30 Why wills are important



02:45 The cost of a will



03:35 What happens if you don’t have a will



04:15 The laws of interstate succession



05:00 What makes a will valid in South Africa?



08:00 Where to start with drafting a will in South Africa



08:45 How often do you need to update your will



12:30 Consider your marriage regime when drafting your will



14:30 Religious provisions in your will



15:10 Joint wills



17:00 Will vs letter of wishes



19:00 Offshore assets and jurisdiction



21:30 Where should wills be kept?



23:00 The importance of talking to your loved ones about deceased estate administration Everything Counts podcast series · Investec Focus Radio SA