Category Archive for : ‘Financial Advice’

Cross-Border Estate Planning 101 – Why Global Families Need Special Planning
Global Families & Complex Estates:

In an increasingly globalised world, many clients and their families have assets and beneficiaries spread across multiple countries. Traditional estate plans tailored to one jurisdiction often falter when cross-border elements are involved. As legal professionals, we recognize that what works for a purely local estate may not suffice for an internationally diversified estate.

Unique Challenges for International Estates:

Cross-border estate planning introduces complexities around differing legal systems, tax regimes, inheritance laws, and administrative procedures. An estate plan that

Overview

The Marriage Bill [B43–2023] is poised to transform South Africa’s legal framework for marriage, divorce, and estate planning. A key focus of the Bill is enhancing legal protections for vulnerable spouses, particularly in contexts where power, income, and education disparities exist between partners.

As a financial adviser, understanding these reforms is essential to support your clients’ wealth protection, estate planning, and divorce preparedness. At Kevin Barnard Attorneys, we partner with advisers to provide integrated legal guidance—especially where clients face uncertainty around antenuptial contracts (ANCs) or unregistered partnerships.

Who Are Considered Vulnerable Spouses?

Under