It’s nearly Christmas, and for most of us, that means having time to relax and spend time with our families. It can also give us a chance to reflect on the past year. We can think about what we’ve enjoyed and what we might want to improve next year. If you’ve already...
Case study: deputy order application to move to a care home
We often talk about how creating a Lasting Power of Attorney (LPA) allows your loved ones to make decisions for you when you no longer can. However, sometimes, we can’t create an LPA because it’s too late. We’re helping an elderly lady and her family who found...
How do you know if there’s a trust in a will?
If you’ve been appointed executor for a loved one’s will, you have a legal duty to ensure their wishes are followed. Trusts are increasingly common in wills, and you must deal with them properly to avoid problems further down the line. How can you tell if there’s a...
Why you need to pay attention to Trusts
It’s increasingly common to find a Trust in a will, but most people don’t understand what they are or how to deal with them. Property trusts, in particular, are really common, and they must be dealt with properly, or it can cause a lot of problems. Here are some...
Talking about the C-word!
Guest blog by Joanne Warren from Sunrise Care Advisers - Care Navigators A few years ago, a British bank created “The M-word” campaign. It was apparently in response to research from Lloyds Bank that showed money is a bigger taboo in British families than politics,...
Case study: can you make your own will?
If you’re ready to make your will, the costs of getting professional advice may make you wonder whether it’s possible to make your own will. It’s certainly possible. You can pick up forms from the Post Office to do it yourself. However, there are some potential...
When do you need probate?
There’s a lot to organise when someone close to you dies. Once you’ve arranged the funeral, you’ll also need to sort out their affairs. If they made a will, the executors must ensure their wishes are followed. Probate can be part of this process but isn’t always...
How you can protect your assets from care home fees
Any of us might need care support, particularly as we get older. If you need to go and live in a care home, your local authority may pay some of the costs. However, the value of your family home can be taken into account as part of a means test to see how much you’ll...
Why you need a Letter of Wishes with your Will
If you’ve never heard of a Letter of Wishes before, you’re not alone, even if you’ve already made a will. We think they’re an essential part of the process as they can help to ensure that your wishes are carried out when you’re gone. Here are a few reasons why you...
Creating a letter of wishes with your lasting power of attorney
A Lasting Power of Attorney (or LPA) lets your loved ones manage your affairs if you can’t do it yourself. Your LPAs can cover your finances, health and welfare or both. You can simply create an LPA if you want to, but we recommend writing a letter of wishes too. Read...
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