We’ll forgive you if you read the word capacity and thought ‘what does that have to do with making a will?’ It’s basically shorthand for mental capacity, which can seem a bit insulting, but it’s an incredibly important concept. When we come to see you to make your...
When you make your will, you’re free to leave your money and property to anyone you like. That could be your spouse and children, or it could be the local cat’s home – in theory. Of course, the reality is a bit more complicated than that. There have been a couple of...
We know that the thought of writing a will can be pretty daunting – it’s no wonder so many of us put it off. Aside from the fact that you’ll need to imagine a time when you’re not here, making a will also involves talking to a lawyer or will writer. Are we going to...
We’ve already talked about why it’s a good idea to get a Lasting Power of Attorney in place and avoid going through a deputyship application. (If you need to get up to speed you can do that here.) Of course, sometimes it’s not that simple. We’ve found that it can be...
Most of us have heard about the situation Kate Garraway found herself in after her husband was hospitalised with COVID-19. He was unable to manage his own affairs and she had no automatic right to take care of things for him. A lot of people assume that if you’re...
If you’ve already thought about writing your will you’ve probably also considered how best to go about it. You might have looked at talking to a professional but hesitated because it all sounds expensive. There are ways to do it for free, but is that really the best...
Families can be complicated at the best of times, but more and more of us are now part of a blended family. We might have children from previous relationships or have become a step-parent. When you make your will it’s always worth considering your blended family and...
Making a will is one of those jobs that most of us put off for as long as we can. Once it’s done, at least you can sit back and forget about it, right? Sorry, but no. While you might not need to review your will all that often it’s still important to do it once in a...
If you’ve never heard of an estate plan before, you might be wondering what it is, never mind why you need one. Put simply, it’s a financial plan that helps you get everything organised. Of course, in practice it’s often not that simple. Here’s my whistle stop guide...
If you have no idea what a Lasting Power of Attorney is, you’re not alone. 88% of adults don’t have one according to a recent survey by Canada Life. Even if you’ve never heard of a Lasting Power of Attorney before, you need one. Here’s why they’re essential when...
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