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Beplan vooruit in 2026: Jou nalatenskap is deel van elke nuwe begin

Om die nuwe jaar af te skop met gemoedsrus verg vooruitbeplanning. Aan die Weskus, waar gesinne groei, lewensrigtings verander en jou huis ’n kern deel is van jou nalatenskap, is dit belangrik om seker te maak dat jou trust, testament en boedelplan relevant bly tot jou gesin se realiteit.

Hersien jou boedelplan jaarliks

Die laaste ding waaraan enigiemand wil dink, is die moontlikheid om jou familie dalk eendag te moet agterlaat. Maar die lewe staan nie stil nie. Nuwe kinders of kleinkinders, nuwe bates of ’n groeiende besigheid bepaal hoe jou boedel eendag bestuur moet word. As jou dokumente nie betyds opdateer is nie, kan dit verwarring en rusies veroorsaak en jou geliefdes onder finansiële druk plaas wanneer hul reeds deur ’n moeilike tyd gaan. ’n Jaarlikse hersiening van jou boedelplan sorg dat jou wense duidelik en haalbaar bly, en dat jou familie se welstand altyd beskerm is, selfs wanneer jy nie meer daar is nie.

Hier is ’n paar praktiese wenke wat jy jaarliks kan nagaan om te sorg dat jou boedelplan in lyn is met jou realiteit:

  • Hersien jou bestaande dokumente en bepaal of enige begunstigdes of persoonlike inligting verander moet word
  • Stel ’n nuwe of opgedateerde testament op wat jou huidige situasie weerspieël
  • Kyk na jou trust reëlings en stel vas hoe jy jou erfgename beter kan beskerm
  • Maak seker die regte individue het toestemming om namens jou op te tree indien jy dit nie self kan doen nie

Professionele regsadvies is altyd belangrik

Boedelbeplanning is meer as net die opstel van ’n testament. Dit is ’n beskermingsplan vir jou gesin se toekoms. Sonder die regte advies kan ’n trust verkeerd gestruktureer word, ’n testament ongeldig wees omdat dit nie korrek onderteken is nie, of belangrike bepalings uitsluit wat kan lei tot onnodige regskostes. Met betroubare regsleiding voorkom jy hierdie risiko’s en verseker jy dat jou plan jou bates, jou familie en jou nalatenskap werklik beskerm.

By PP Smit Prokureurs help ons gesinne om boedelbeplanning eenvoudig en verstaanbaar te maak. Ons hersien jou bestaande dokumentasie en verduidelik duidelik watter aanpassings nodig is. Ons doel is om die proses menslik te maak en die regte advies te gee vir jou gesin se unieke omstandighede. Begin die jaar met die sekerheid dat jou testament, jou trust en jou boedelplan op datum is en presies weerspieël wat jy vir jou familie se toekoms in gedagte het.

Ons span staan gereed om jou te help. [Bespreek jou konsultasie vroegtydig.]

 

Hoewel daar redelike pogings aangewend word om die akkuraatheid van die inhoud van hierdie publikasie te verseker, sal nie die skrywers van die artikels nie, sowel as die uitgewer, verantwoordelik wees vir enige gevolge wat voortspruit uit aksies wat gebaseer is op die inligting of aanbevelings wat hierin vervat is nie. Ons materiaal is net vir inligtingsdoeleindes.

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Carla Cloete

Director | Attorney, Conveyancer & Notary | LLB

Carla obtained her LLB at the North West University, Potchefstroom Campus in 2015. She completed her articles in 2017 with Brits Dreyer Inc in Bellville. She is an admitted Attorney, Notary and Conveyancer. After her articles she relocated to Kimberley where she worked as a professional assistant in the Conveyancing department of Van de Wall Inc. Coming back to her Western Cape roots, she now joins the PP Smit team as a professional assistant.

Carien Hamman

Attorney & Notary | LLB

Carien grew up and matriculated in the picturesque town of Ceres, whereafter she furthered her studies at the University of Stellenbosch and obtained her LLB degree in 2015. She completed her articles at VanderSpuy Cape Town in 2017 and stayed on as an associate litigant after being admitted as an attorney during early 2018. Carien loves the countryside and thus ventured back to Ceres where she joined Joubert Van Vuuren Inc. for a year. However, when she was presented with the opportunity to enjoy both the country- and the seaside, she couldn’t resist and joined PP Smit Attorneys at the beginning of 2022 as an avid litigator. When she is not at the office, Carien enjoys long walks, wine tasting, and exploring the area with her family and friends.

Harmann Potgieter

Attorney | LLB | NQF 7

Harmann graduated in 2018 with an LLB degree from the North-West University’s Potchefstroom Campus. He went on to study and grow in various fields, including doing a course on the Consumer Protection Act and a course at the University of South Africa where he obtained his NQF 7 Certificate in the Administration of Deceased Estates.

Harmann completed his articles of clerkship at Swemmer & Levin under the supervision of Mr Richard Phillips. After being admitted as an attorney in 2020, Harmann continued with PP Smit Attorneys as a professional assistant in the deceased estates department as well as the litigation department. He loves to study, possesses a deep curiosity about the world, and is dedicated to giving back to the community.

Andre van der Walt

Director | Attorney | LLB

Andre graduated in 2015 with an LLB degree from the University of Pretoria. He later went on to obtain his NQF 7 Certificate in the Administration of Deceased Estates from the University of South Africa, which allowed him to further his career in deceased estates and the drafting of wills and trusts. Andre served his articles at Barnard & Patel Attorneys under the supervision of Mr YAS Patel. After being admitted as an attorney in 2016, he continued working at Barnard & Patel Attorneys as a professional assistant in the deceased estates department.

Andre joined Van Rensburg Attorneys in 2019 and was head of the deceased estates department until 2021. He then received the opportunity to move to the West Coast, where he joined Swemmer & Levin Attorneys, and not too long after that, he grabbed the opportunity to work at PP Smit Attorneys. Andre loves travelling and enjoys the beauty that our country has to offer with his friends, family, and loved ones.

Jandré Smith

Director | Attorney | LLB

Jandré grew up and matriculated in the small Klein Karoo town of Oudtshoorn. He furthered his studies at the North-West University in Potchefstroom, obtaining his LLB degree during 2015. He completed his articles at Swemmer & Levin in 2017 and was subsequently appointed as a professional assistant. In 2020, Jandré was promoted to the position of director of the firm, where he practices in the Litigation department. Jandré additionally joined the company of PP Smit Attorneys during the same year. When not practising law, Jandré is an avid sports fan. He has a passion for nature and enjoys camping, trail running, and mountain biking with his family.

Richard Phillips

Director | Attorney | Bcom & BProc

After matriculating at Paarl Boys’ High School, Richard completed his BCom and BProc degrees at the University of Port Elizabeth. He served his articles with Van Wyk Fouchee in Paarl and quickly developed an affinity for litigation. Richard has always had a deep love for the ocean and when he was presented with an opportunity he joined the company of PP Smit Attorneys during 2006. Richard specialises in general litigation and divorces. When he is not in the office or with his family, he tries to spend as much time as possible in or on the water.

Johann Maree

Director | Attorney | BA. LLB

Johann matriculated at Oudtshoorn High School and attended Stellenbosch University, where he obtained his BA Law and LLB degrees. Following his studies, he worked for three years as State Prosecutor at the Magistrate’s Court in Cape Town. Johann completed his legal training with the State Attorney in Pretoria and then moved to his hometown, Oudtshoorn, where he worked as a lawyer for a year. In 1983, he moved to Vredenburg and joined Swemmer & Levin, where after he joined the company of PP Smit Attorneys during 2006.. When he is not in the office, Johann enjoys cycling and in his earlier days, he used to be a long-distance junkie.

Pieter Smit

Director | Attorney & Conveyancer | BA. LLB

Pieter obtained his BA Law degree from Stellenbosch University in 1995 and his LLB degree from the North-West University in Potchefstroom in 1998. He served his articles at Marais Muller Attorneys from 1998 to 1999 and was admitted as an attorney in 2000 and as a conveyancer in 2002. Pieter is the founder of PP Smit Attorneys, which opened its doors in 2004. He also became a director of Swemmer & Levin in 2006. Pieter loves the outdoors and participating in all forms of sport, including tennis, golf, fishing, spearfishing, scuba diving, and hiking.

Jan Fourie

Director |  Attorney, Notary & Conveyancer | BA. LLB

Jan graduated in 1974 with a five-year BA LLB degree from the University of Stellenbosch, whereafter he was admitted as an advocate and prosecuted as such in the Cape Town and Wynberg Courts. In 1974, he joined Swemmer & Levin as the Candidate Attorney of Mr Levin (founding member) and was admitted as an attorney on 7 April 1976, as a conveyancer on 11 January 1978, and as a Notary on 19 December 1984. Since 1974, he has served in various committees, including the West Coast Chamber of Commerce, the Vredenburg School Committee, and the Malgas Lions Club. In 2004, he also joined the company of PP Smit Attorneys.

Furthermore, Jan was the author of the first bilingual law book, The New Debt Collecting Procedures (Die Nuwe Skuldinvorderingsprosedures), which was used by all the Magistrate Courts throughout South Africa. With the founding of the Small Claims Court in Vredenburg, Jan served as one of the first Commissioners.