by adminfwc | Oct 20, 2025 | Estate Planning, Financial Planning, Investment, Tax
No. 228 – Plan for the everyday while estate is wound up Question We are married in community of property and are worried that if one of us dies, everything will be frozen for months or maybe years while the estate is wound up. I don’t want the survivor begging...
by adminfwc | Oct 20, 2025 | Estate Planning, Financial Planning, Investment, Tax
No. 227 – Ensuring property transfers are fair for all heirs Question I am 80 years old and have a daughter who lives in my rental property. She will inherit it when I pass away. She would like to take over the ownership now. How do I do this in such a way...
by adminfwc | Oct 7, 2025 | Financial Planning, Investment, Retirement, Tax
No. 226 – Money priorities every graduate should know Question I will be finishing university next month and know nothing about financial planning. What should I prioritise? Answer Start with the only asset you already own that can pay for everything else — your...
by adminfwc | Sep 30, 2025 | Estate Planning, Financial Planning, Investment, Tax
No. 225 – Restructure your assets sensibly to preserve the money for heirs Question I’m a widow with a terminal diagnosis. I want my two children, both in their 50s, to inherit with minimum cost and delay. I have R5 million in bank accounts, R7 million in unit...
by adminfwc | Sep 25, 2025 | Estate Planning, Financial Planning, Investment, Tax
No. 224 – Untangle financial choices before tying the knot Question My partner and I are getting married in December and need to decide whether we are doing it in community of property or with an ante-nuptial contract. Then there is something called with or...
