Trust expenses and tax
Taking on the role as trustee is not for the feint of heart and when you throw tax into the ring things get a whole lot more complicated. In this episode we look at expenses and tax in the trust. To...
5 Aug 20217min
Estate File Index
What information is required when we need to wrap up a deceased estate? In this episode I discuss the information required. You can also download your free File Index here To access more of my infor...
29 Jul 20218min
Passing away without a will and the inheritance due to minor children
Have you thought about what will happen to your children if you die without leaving a valid Will? What will happen to your house? Your car? Cash in your bank account or investments? Do you have chil...
22 Jul 20215min
Estates - Minors, Spouses & Exes
Blended families with yours, mine & ours have become the norm. This however holds it's own unique challenges when it comes to deceased estates. South African law upholds the principle of freedom of ...
15 Jul 202114min
5 Things that delays wrapping up deceased estates
In this episode I look at 5 things that delays wrapping up deceased estates: Cant find the original signed willUnsure of all assets and liabilitiesNot having all property informationPolicies & investm...
8 Jul 202115min
We talk wills
In this episode I discuss wills. I answer the following question: Why should you have a will?Who is competent to make a will?Who can assist you in drafting a will?Who is competent to act as a witness ...
2 Jul 202120min
Removal of trustees
Trustees are legally vested with the administration of a trust’s assets. They must manage the assets and liabilities of the trust in terms of the provisions of the trust instrument and the law, and no...
24 Jun 20216min
What are the costs associated with trusts?
As the saying goes there is no such thing as a free lunch, and while there are clear financial benefits, trustees need to be aware of the various costs that are associated with creating, running, and ...
11 Jun 202115min
