Having a Will gives you peace of mind. It streamlines the winding up of your estate and ensures that your wishes are carried out. It’s also an opportunity to take stock of your financial position and address any shortfalls or potential problems. A Will allows you to clarify matters, ask questions, and clear up any […]
We’re excited to introduce you to our wonderful team, who are committed to providing you with world-class service. Our clients are at the heart of our business, and we believe it’s important for you to get to know the people working hard for you every day. Meet Our Team: What Our Clients Are Saying: “Thanks […]
We recently had Marissa and Desray from Daughters on Loan giving a lovely presentation at our offices in Milnerton about the services they have to offer Seniors – see their website for details: https://daughtersonloan.co.za/ We recorded the presentation and you can listen to it here:
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When it comes to estate planning, many people overlook the importance of including their pets in their wills. However, as pets are often considered beloved members of the family, it is crucial to ensure their future care is properly addressed in the event of the owner’s death. Including your pets in your will is not […]
The dead are not distant or absent. They are alongside us. When we lose someone to death, we lose their physical image and presence, they slip out of visible form into invisible presence. This alteration of form is the reason we cannot see the dead. But because we cannot see them does not mean that […]
Did you know that when you get divorced you get a 3-month lee-way period in which the law presumes that your spouse has predeceased you if you have not changed your Will (so even if they are mentioned as a beneficiary in your Will, they will not inherit for 3 months after the divorce)
During these trying times, we are looking at ways to assist fellow small businesses because if everyone works together then more will survive! Not just the life-threatening virus but the strain on small businesses as well. We have this Small Business – Pool our resources template to share. I prepared this for our business in […]
*as published in the Saturday Argus on 29 February 2020. PROACTIVE Wills & Estates is a boutique fiduciary company specializing in wills and deceased estates. Owner, Paula Bongers, is a member of FISA. Our aim is to support clients through a difficult period, by taking responsibility for the administration side of the estate. As an added benefit, we provide business owners with advice on business succession plans […]
Those of you with minor children who have your Wills with us will have noticed that we always put in clauses to establish a (Testamentary) Trust to cover minor beneficiaries. This does not cost you anything as it only comes into effect if you pass away and your children are still minors. Note that the […]
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