Field Notes

The Money Secrets SA Blog

Practical articles on protecting family wealth in South Africa, written in plain language for parents, business owners and professionals.

Why We Created Money Secrets SA
Estate Planning South Africa 6 May 2026 · 2 min read

Why We Created Money Secrets SA

Start with the calculator. See what your family could lose. Then learn the planning principles that can help you ask better questions and make better decisions.

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The Estate Planning Checklist Every South African Should Start With
Beneficiary Planning 6 May 2026

The Estate Planning Checklist Every South African Should Start With

Money Secrets SA gives you a practical way to start identifying your estate risks and planning gaps.

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How Poor Estate Planning Can Hurt the People You Are Trying to Help
Estate Costs 6 May 2026

How Poor Estate Planning Can Hurt the People You Are Trying to Help

Money Secrets SA helps families see the hidden risks before poor planning becomes a crisis.

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Why South African Families Should Review Beneficiaries Every Year
Beneficiary Planning 6 May 2026

Why South African Families Should Review Beneficiaries Every Year

Use Money Secrets SA to understand where beneficiary planning fits into your wider estate protection strategy.

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What Happens to Your Estate in the First 14 Days After Death?
Deceased Estate 6 May 2026

What Happens to Your Estate in the First 14 Days After Death?

Money Secrets SA helps you understand what your family may need before the estate process begins.

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Life Cover and Liquidity: Protecting Your Family From a Forced Sale
Estate Liquidity 6 May 2026

Life Cover and Liquidity: Protecting Your Family From a Forced Sale

Money Secrets SA helps you identify whether your estate could face a cash shortfall and where liquidity planning may be needed.

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A Will Is Important, But It Is Not the Whole Estate Plan
Beneficiary Planning 6 May 2026

A Will Is Important, But It Is Not the Whole Estate Plan

Use Money Secrets SA to understand the wider estate planning picture beyond the will.

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Trusts, Companies, and Beneficiary Planning: What They Can and Cannot Do
Beneficiary Planning 6 May 2026

Trusts, Companies, and Beneficiary Planning: What They Can and Cannot Do

Start with the Money Secrets SA system to understand which planning questions matter before you pay for professional structuring.

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Property Investors: Why Your Properties Can Create Estate Liquidity Problems
Estate Liquidity 6 May 2026

Property Investors: Why Your Properties Can Create Estate Liquidity Problems

Money Secrets SA helps you identify the estate risks behind property ownership before your family has to deal with them under pressure.

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Business Owners: What Happens to Your Company When You Die?
Business Continuity 6 May 2026

Business Owners: What Happens to Your Company When You Die?

Money Secrets SA helps South African business owners identify the hidden estate risks that can threaten family wealth and business continuity.

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Why Market Value Matters When You Pass Away
Capital Gains Tax 6 May 2026

Why Market Value Matters When You Pass Away

Use the Money Secrets SA calculator to test your estate against realistic values, not outdated assumptions.

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Estate Duty Is Not the Only Cost Your Family Should Worry About
Capital Gains Tax 6 May 2026

Estate Duty Is Not the Only Cost Your Family Should Worry About

Money Secrets SA helps you look beyond estate duty and understand the wider cost of poor planning in South Africa.

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How Much Could SARS Take From Your Estate in South Africa?
Capital Gains Tax 6 May 2026

How Much Could SARS Take From Your Estate in South Africa?

Use the Money Secrets SA calculator to estimate what your family could lose through estate duty, executor fees, and poor planning.

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How Much Could Your Family Lose If You Died Without a Plan?
30 April 2026

How Much Could Your Family Lose If You Died Without a Plan?

Many South African families underestimate how much can be lost to estate costs, taxes, executor fees and poor planning. Here is what to check.

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