Mervin Messias Trust Specialist

26/10/2023

Some people get it right because they are priority driven; others mean to but are distracted by successful careers or life in general!

When people die intestate and significant sums of money are involved, it frequently triggers conflict among family members, draws other interested parties into the fray, and causes the situation to degenerate into an explosive battlefield that fractures family relationships and drains estate coffers.

https://www.mmtrustspecialist.co.za/what-we-can-learn-from-jackie-kennedy-onassiss-estate-plan/

The current cost-of-living trajectory is very worrying. Unless we have amassed enough money to see us through the economic downturn, it is going to hit hard. Those who have worked fiercely to accrue a tidy sum may be wondering how to keep it safe, but not stagnant.

24/10/2023

Have you read my book?
Psssst! There is a second book on the way!

https://www.mmtrustspecialist.co.za/books/

24/10/2023

Have you followed us on LinkedIn?
https://www.linkedin.com/in/dr-mervin-messias-1ab48b1a0/ 😃

Trust Specialist Mervin Messias has been a practising attorney for more than 40 years. The wealth of knowledge he has amassed across a broad range of legal disciplines has been skilfully channelled into developing a specialist Trust business. His experience and reputation as a Trust Speciali...

24/10/2023

📚⚖️ Discover the power of trust law in protecting your intentions. 🤝

In a recent case, a challenging situation arose when a designated trustee's right was canceled due to a remarriage and senility. Understand the legal complexities surrounding trusts to ensure your intentions are safeguarded.

Learn more about trust law and how it can protect your assets and beneficiaries. Consult our legal experts today. 📞🔒🏛️
Visit our Website today! https://www.mmtrustspecialist.co.za

24/10/2023

11/10/2023

A CASE STUDY: WILLS REALITY CHECK 😮💔 🔍

Did you know that even celebrities like Aretha Franklin and Barry White made mistakes with their wills? Aretha Franklin had two conflicting handwritten wills, leading to a bitter legal battle that tore her family apart. 😢 Barry White, on the other hand, had no will, resulting in his estranged spouse inheriting everything, leaving his children and girlfriend with nothing. 🤦‍♂️ Learn from their stories and take a moment to assess your own affairs. It's never too early to have a solid estate plan in place.



📚 Check out 'Estate Planning Trusts for Everyone' by Mervin Messias for practical advice on avoiding common pitfalls.

11/10/2023

SPOTLIGHT ON LEGAL COMPLEXITIES 💼📚💪

Effectiveness requires precision. Trust templates that meet one’s overall planning needs are readily available at various institutions. Mervin Messias, our trusted legal expert, deals in specifics. No two individuals or family structures can be planned for in the same way. Some elements may be common to all, but many others require specialized tailoring. Pre-empt future obstacles and have your trust comprehensively structured.

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11/10/2023

BENEFITS HIGHLIGHT - TRUSTS✨🏛️💼

Unlock the trust advantage: three compelling reasons to consider incorporating trusts into an estate plan. Protect: assets, beneficiaries, and founder (curatorship in the event of mental disability). Preserve: assets. Prosper: for current and future generations. Learn more on our website, and book a consult today!

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07/08/2023

The Executor's Journey: Demystifying the Complexities and Responsibilities🧗

Esteemed South Africans, 🇿🇦 Being an executor of an estate is akin to embarking on a journey. It can be complex, but also rewarding. Under South African law, the executor's role is to ensure that your estate is distributed as per your will's instructions. From paying debts to distributing assets, the tasks can be extensive. However, knowing these responsibilities can demystify the role. Whether you're choosing an executor or stepping into this role, remember, it's about stewardship and honouring a legacy.

07/08/2023

📝THE POWER OF LIFE INSURANCE TO PROTECT YOUR FAMILY'S FUTURE💫

Can you imagine leaving your family in the lurch when you die? That's where the power of life insurance comes in. It provides financial stability in the face of loss and offers a safety net when your family needs it most. 🎯✅ When the inevitable happens and bank accounts are frozen, life insurance provides the necessary liquidity to meet everyday expenses. And remember, if your spouse is the nominated beneficiary, the payout will be tax-free.
We assist private clients and financial planners contact us today: https://www.mmtrustspecialist.co.za/contact-us/