Scroll down to read helpful articles on a wide range of estate planning topics, or use the search button to find answers to a specific query.
How will my Mum’s second marriage affect me?
Later-life marriage can bring immense joy and a few challenges. Foresight and careful planning are needed. This blog delves into the issues that may inadvertently impact family dynamics and inheritance.
What is the golden rule?
The Golden Rule is a legal principle that advises legal professionals dealing with Wills and estate planning to exercise particular caution when assessing the mental capacity of a person creating or amending their Will, especially if that person is elderly or in ill health. We explain all in our blog:
Can executors inherit?
This is a common question often asked by clients and comes from a misconception that there’s a conflict between the two roles.
Here’s what you need to know:
Coping with loss
Dealing with the loss of a loved one can be incredibly tough, and when you start thinking about what to do next, it can feel overwhelming.
This blog article explains what you'll need to address immediately and what can wait. We’ll cover the essential tasks to help you navigate the process, deal with the loss of a close relative or friend, and provide clarity and direction for the road ahead.
What is a Living Will?
Your care in later life is something that might not be on your mind every day but is incredibly important for your well-being and peace of mind. Advance Decisions and Advance Statements are sometimes referred to as 'Living Wills.' These legal documents let you express your wishes for medical care if certain situations arise.
Let's explore your options.
How long does it take?
Lasting Powers of Attorney take several weeks to register.
The Office of the Public Guardian suggests the turnaround time is around 20 weeks. Recent experience suggests that allowing 5-6 months is a good idea.
You may want to arrange a little extra help while waiting for your Lasting Powers of Attorney to be registered. Find out more here:
Who can challenge a Will?
There's a misconception that anyone can contest a Will, but that's not true. Only a select few have that right.
The circumstances for making a claim against someone’s estate are also limited. Sadly, if your situation doesn't fit into the legally defined categories, you may not have any options.
We look at who can claim and why in this article.
Is your Will still valid?
Using a preprinted form from your local post office to write your Will may seem like an inexpensive option. But did you know that errors or ambiguity could create hassle and delay or mean your wishes can’t be followed?
Here are the top 5 mistakes we come across regularly:
Can I exclude someone from my Will?
Have you fallen out with someone in your family?
Does it worry you that someone who’s no longer in your life might inherit from you? If so, it’s time to make your Will.
Find practical steps to help you avoid a potential challenge in our latest blog.
How do I safeguard my child’s future?
As you get ready to wave them goodbye and wish them well with their university studies, celebrate their potential and the exciting journey ahead.
Making a Will is an essential step in safeguarding their journey.
What does Cy-près mean?
Understanding your legal documents is essential. In this blog, we explain a key estate planning term: cy-pres.
Can I write my own Will?
Writing your own Will may seem like money saving option. Our team regularly review handwritten Wills that contain minor (and major) errors that mean they are not valid or - worse still - don't have the effect that the Will maker intended. This article explains some of the pitfalls.
What does hotchpot mean?
Understanding your legal documents is essential. In this blog, we explain a key estate planning term: hotchpot.
What’s the statutory legacy?
On 26 July 2023 the statutory legacy will increase from £270,000 to £322,000. Our blog explains the change and why it’s so essential to make a Will, regardless of the size of your estate.
Does a Will last a lifetime?
As life moves forward, your Will may need to be updated to ensure it represents your wishes and intentions. Life has an inevitable conclusion. We can’t know our expiry date. It’s sensible to plan for now and review your plans if your circumstances change.
Emotional Support
When you make a Will, you’re reflecting on your life, its inevitable conclusion, and the people you care about. You may be making some tough decisions, airing some heart-breaking memories. It can be a little uncomfortable but doesn’t need to be painful. The process can be straightforward if you have a qualified professional's knowledgeable support. Find out more here:
How can I support my parents?
As our parents age, a little extra support with shopping and money matters may be all they need. Keeping up with technology can be tricky, and mobility issues could stop them from getting out and about.
Your parents don’t have to give up their independence. They simply choose the people they trust to be their attorneys in a Lasting Power of Attorney. Find out more here:
Is making a Will on your to-do list?
Life is full of surprises. We all hope to live a long and healthy life. We can’t know our own expiry date, so it makes sense to be prepared.
Is it time to move ‘make a Will’ to the top of your to-do list?