Articles
Valuable key insights on fiduciary and financial services.
The Living Relay
In looking back at photos of my life it quickly dawns on me that life is not a picture, it’s a movie. We get bigger, older, wiser, richer (or poorer!). We lose loved ones, and we...
Succession SA | Episode 4: The name is Bond, Mortgage Bond
In Roman Times, an heir could receive a nasty surprise when the will of a deceased parent was read. In Roman Times, an heir could inherit a parent’s debt. What complicated...
Succession SA | Episode 3: The Guardians of your legacy
“Every man, in proportion to his virtue, considers himself, with respect to the great community of mankind, as the steward and guardian of their interest in the property which he...
Succession SA | Episode 2: 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. In a play called Andromache, for example,...
Succession SA | Episode 1: 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...
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...