When planning your estate, you should understand different trust options available, such as testamentary trusts and living trusts. A testamentary trust is created through a will and only becomes ...

Melissa Horton is a financial literacy professional. She has 10+ years of experience in the financial services and planning industry. Ebony Howard is a certified public accountant and a QuickBooks ...

A testamentary trust, sometimes referred to as a mortis causa or will trust, is one of the most effective and widely used estate planning tools in South Africa. Created through a stipulation in the ...

The trustee of an annuity trust created under Article EIGHTEENTH of the will of Max Mandel brings this proceeding to construe provisions of the will establishing the trust. The testator died on June 3 ...

The market for testamentary substitute trusts, which allow inheritance of assets without the need for a complicated will, is growing rapidly. As the aging population increases interest in inheritance ...

It’s one thing to bring forward tax cuts, as the government is thinking of doing in the October budget. It’s another to leave wide open an arrangement that allows substantial tax minimisation (or ...