Succession SA – The Living Will – a modern Deus ex Machina
In many Ancient Greek and Roman tragedies, the dramatist introduced a “god” to resolve complicated or seemingly hopeless situations.
Author Archive for: Wealth Succession
Entries by Wealth Succession
Succession SA – Dying without a valid Will
“Oh, the shock and horror”, laments the social media darling to her gasping social media audience. “If you die without a Will, the big-bad-wolf Government will take all you have, including your children”. Hurry to the business I am promoting so selflessly to you and save your wealth and save your children.”
Succession SA – Nailing the Succession Game
Countless articles have been written, videos made, lectures and talks given on succession, succession in the context of estate planning, Wills, and the administration of deceased estates, but many people still do not know what they need to plan for.
Common Misconceptions of Permanent Life Partnerships
For many people, love, laughter and happily ever after can exist without the big white dress and the church bells ringing. In fact, for many modern couples, living together as man and wife no longer requires a formal marriage being entered.
Pursuing Fair
A perceived honest commitment to pursue fairness plays a massive role in the acceptance of the outcome. Even unpopular decisions would survive a fairness test when there was an intellectually honest commitment to fairness.
South Africa Exchange Control Has the magic moment arrived?
Circular 2/2020 published on the 27th of February 2020 by the Financial Surveillance Department of the South African Reserve Bank, caused a ripple of excitement for those of us who have been working under the confines of Exchange Control for our entire professional lives.
An on-off Relationship of Trust
South Africans have had a love-hate relationship with Trusts for the longest time. We love the protection it provides against the wrath of a spouse, the greed of SARS and the persecution of creditors. But we hate the costs and admin associated with it, the loss of control and erosion of the tax benefits we enjoyed in the recent past.
Financial Advisors – are we playing well with others?
Financial advisors mostly take the lead on the client engagement in the financial services industry and are therefore at the very forefront of the client experience. They determine whether a client is experiencing a single-minded sale or an emotionally intelligent service.
Buying the Island Dream
Bungy jumping is fun and scary at the same time. Some people would simply ignore any notion of risk and just go for it. Then you have those who will ponder the idea and watch the others do it…
The Elusive Financial Plan – A Reality Check
Oh my word, I need to write an article on the theory of the financial planning process and describe a step by step process to achieve financial nirvana.