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Blog | Year-end estate planning: Update your will this holiday season

Before you switch on your out-of-office notification and head for a well-deserved break this holiday season, there’s one important task that shouldn’t be left off your travel checklist: Updating your will. While few people may want to think about legal

Blog | Why every property owner in South Africa needs a will

In South Africa, owning immovable property is a significant financial milestone. Given the economic and social value of property and the complex legal processes required to transfer ownership, the importance of a will for property owners cannot be overstated: Without

Blog | Estate planning essentials: What is a life file?

It’s National Wills Week! Life gets busy and we don’t always plan for the future – or for the worst. In the estate planning arena, personal organisation is key. Accordingly, a life file provides a centralised storage facility for one’s

Pulse | Safeguard your legacy: Nominate a professional executor to administer your estate

Under South African law, administering an estate is a complex legal process that demands the time, skill, and experience of a professional executor. While it may seem prudent to appoint a spouse, family member, or trusted friend as executor, this

Blog | Keeping an eye on the future: Top estate planning tips

As the old adage goes, ‘[n]othing is certain but death and taxes.’ With this in mind, estate planning is essential to secure your legacy, minimise estate-related taxes, and protect your loved ones from financial strain. Here are six crucial estate

Blog | Protect your legacy: The key benefits of establishing a trust

At STBB, we understand that smart estate planning today can secure your legacy tomorrow. Undoubtedly, establishing a trust is one of the most effective tools in estate planning. Whether used to preserve generational wealth, safeguard assets, or manage property for

Blog | Easing the burden: No transfer duty payable on inherited property

Under South African law, the acquisition of immovable property is ordinarily subject to the payment of transfer duty. Transfer duty is based on the value of the property and calculated on a sliding scale, making it a significant additional cost

Blog | Co-own property? Here’s why estate planning matters

In today’s economic climate, co-ownership of immovable property is increasingly common. Whether it is investing in property with a business partner to generate rental income or purchasing a home with one’s significant other, co-ownership is often financially expedient. While it

Blog | Less stress, more support: Estate administration simplified with STBB

Administering a deceased estate can be complicated, cumbersome, and overwhelming – especially for inexperienced executors. But, it doesn’t have to be. When it comes to winding up a loved one’s estate or planning your own affairs, choosing the right professional

Blog | Plan with confidence: Estate expenses explained

Perhaps the last thing anyone contemplates are the costs associated with administering their estate. However, the administration of a deceased estate involves much more than just paperwork. From the executor’s fee to estate duty, the process can be surprisingly costly.

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