Our Blog
Valuable key insights on fiduciary and financial services.
Articles
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...
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...
Carrick Consult is Not Guessing the Maths or the Law
“Failure to plan is planning to fail” is one of those often-repeated phrases one would find in many a financial planning article. It is true of course, but if you put this...
Process of Administering a Deceased Estate
Once a person passes away, if they leave behind either a) a Will or b) assets, their estate must be reported to the Master of the High Court. Below is a basic overview of the...
