Wills and Estate Planning

estate planning text on notepad

Plan Your Estate to Protect Your Family – Two End-of-Year Questions to Ask Yourself

“It’s the most wonderful time of the year!” (Songwriters Pola & Wyle) As the end of another year approaches, with its family celebrations and holidays, take the time to check that your estate plan really does ensure that your loved ones will be looked after when you are no longer here for them. Here are

Plan Your Estate to Protect Your Family – Two End-of-Year Questions to Ask Yourself Read More »

inheritances 650

How to Protect Your Children’s Inheritances from Ending Up in the Guardian’s Fund

“Live each day as if it were your last… because one day, you’ll be right.” (Benny Hill) It’s always tempting to procrastinate about decisions that force us to address the inevitability of our own mortality. But we have no choice when it comes to protecting our loved ones after we are gone, because to protect

How to Protect Your Children’s Inheritances from Ending Up in the Guardian’s Fund Read More »

grandparents running along beach with grandchildren on summer vacation

Don’t Just Leave Your Loved Ones Assets – Leave Them a Legacy!

“A Legacy Letter is a way for you to share your values, life lessons, cherished memories, hopes for your family’s future, and anything else that is really important to you.” Estate planning is key to ensuring that your loved ones are properly catered for after you are gone. Ideally go beyond the practical and financial

Don’t Just Leave Your Loved Ones Assets – Leave Them a Legacy! Read More »

senior couple doing retirement paperwork

Don’t Accidentally Disqualify Your Chosen Heirs from Inheriting!

“Death is not the end. There remains the litigation over the estate.” (Ambrose Bierce) Your will (“Last Will and Testament”) will always be the keystone of your estate planning, and a recent High Court decision sounds yet another warning to beware the “do your own will” concept. By not having his will drawn by a

Don’t Accidentally Disqualify Your Chosen Heirs from Inheriting! Read More »