Choosing an Executor

Choosing an Executor

Choosing an Executor: choosing experts may save you more than choosing close relations. Choosing an Executor to your Estate is a process that requires some deep thought as this person will be in charge of distributing your assets upon your death. Without having chosen an able and willing Executor, your beneficiaries may not receive theirContinue Reading

What are Revocable Living Trusts?

What are Revocable Living Trusts?

A Revocable Living Trust is the most widely used Trust of its type, since it can be amended at any point. Revocable Living Trusts allow the Trustmaker to allocate assets into the Trust, under the Trust’s name, which can then be invested, spent or inherited as the Trustmaker has designated. Either the Trustee, or aContinue Reading

Trusts and Life Insurance

Trusts and Life Insurance

How Irrevocable Life Insurance Trusts can be used to avoid Estate Duty. Did you know that your Life Insurance Policy forms part of your Estate and is thus liable for Estate Duty deductions when you die? This means that not only do beneficiaries to your Estate have to feel the brunt of Tax on theirContinue Reading

Estate Tax: Estate Duty and Abatement

Estate Tax: Estate Duty and Abatement

Learning what you’re liable to pay in Estate Tax. Over recent years the South African laws regarding Estate Tax have undergone a few changes, resulting in the need for updating Wills and Estate Planning. Keeping up to date with these changes can seriously help in this matter. Specifically, understanding how Estate Duty is calculated willContinue Reading

Filed Under: Tax

Examples of how Trusts can be used in your Estate

Examples of how Trusts can be used in your Estate

Trusts create the legal relationships between your assets and their beneficiaries. You can structure your Trusts in many ways in order to achieve the ends you want. A major benefit to owning Trusts is to safeguard your assets from creditors, allowing your family to live in peace following your death. Examples of how Trusts canContinue Reading

Common mistakes people make in their Estate Planning

Common mistakes people make in their Estate Planning

The ‘Don’ts’ of Estate Planning. Your Estate Planning can be a complicated and stressful endeavour if you don’t know what you’re doing. This leads to many people making mistakes when undergoing their Estate Planning, all of which can be avoided with the help of a fiduciary professional. Here’s a simple list of the top ‘don’ts’Continue Reading

Funding your Trusts

Funding your Trusts

How and why do you need to fund Trusts? The Trustmaker’s assets need to be retitled and transferred into the name of the Trust. Failing this, the Trustee cannot manage the Trustmaker’s assets. This means that probate will be ensue and your assets will be divided accordingly. Having undergone your Estate Planning process and draftingContinue Reading

Estate Planning: A few things to consider

Estate Planning: A few things to consider

What assets do you actually own? What are your backup plans for any given scenario? Who are your heirs? What are their needs? How are you minimizing tax deductions? Do you have an effective will in place? Who is administrating your affairs? Estate planning: Your assets Create an inventory of everything of you own. MakeContinue Reading

The purpose of Trusts in your Estate

The purpose of Trusts in your Estate

Creating Trusts have a number have different applications for your Estate. Choosing the correct Trust structure and allocating a Trustee can be a difficult thing to get right, but Crest Trust is here to help you on your journey. A trust can be used as: A legal instrument to divide your assets A way toContinue Reading

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