Estate Planning Blog Series

Estate planning goes beyond drafting a will – it includes the assessment of assets, The assessment of likely taxation issues, advice regarding the possibility of claims against the estate by third parties, and the protection of assets. In our new Estate Planning Blog Series we will be answering four of the main questions we often encounter when helping our clients with their Estate Planning.

If you’d like assistance with your Estate Planning please feel free to contact us to arrange an appointment.

 

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Reviewing your Will
You should certainly review your Will after any major events, such as marriage, divorce, property purchase or sale, death of a beneficiary or if your assets change significantly.  If your circumstances have changed – now is the time to update your will.

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Estate Planning - How do I update my Will

How to change your Will
If your circumstances have changed – your Will must be updated to reflect your current circumstances. But what’s the best way to do this? We go over some of the main questions we get asked when people are looking at changing their Will.

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Estate Planning - Roles of Executors

The role of executors
Being an executor can be time-consuming and emotionally demanding. You may be personally liable for the decisions you make. So agreeing to be executor is a decision which should not be taken lightly.

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How to challenge a Will
Losing someone close to you can be an emotionally difficult time, and having to challenge a Will can make this all the more difficult.  Challenging a Will can be complicated and strict time limits apply.

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