Bespoke advice for your circumstances

We like to meet all of our existing clients and prospective new clients “face to face”. Our philosophy is that each client should receive personalised bespoke advice for their circumstances. Here are some examples of appointments carried out by our consultants:

Client 1

Clive (75) & Violet (73) – married couple and existing Casey & Associates Clients, recently underwent a six-yearly review of their circumstances. Previously supplied with Life Interest In Property Trust Wills by Casey & Associates. I recommended full Lasting Powers of Attorney (LPAs) to compliment the Wills they already have. They had already heard that LPAs would be a good idea and were therefore pleased to have this view endorsed by me. Clive and Violet liked the fact that I would personally be taking them through the entire process of creating their LPAs from start to finish and this was a big determining factor in them deciding to proceed with issuing me with their instructions.

Client 2

Jim (79) & Mary (76) – married couple and existing Casey & Associates Clients, recently underwent a three-yearly review of their circumstances. Previously supplied with Life Interest In Property Trust Wills and Property & Financial Lasting Powers of Attorney (LPAs) by Casey & Associates. Jim has developed advanced dementia since becoming a Client so my advice focussed on Mary, who was keen to take care of whatever she needed to on her side of things. Her son and daughter were also present and I recommended some Will amendments to remove reference to her husband. This was to avoid the potential for assets to unnecessarily be assessed for care fees and a Health & Welfare LPA to compliment the financial version she already has. My advice has been accepted and instructions have been duly taken. As a family everyone is happy now that everything is in order.

Client 3

Martin (57) & Janet (55) – unmarried couple. No existing estate planning provision. Janet has two adult children from a previous relationship and solely owns the property the couple live in. I advised that the couple should have Wills, with Janet’s Will providing Martin with a Right of Occupancy trust in her property with her children as its ultimate beneficiaries, together with full Lasting Powers of Attorney (LPAs). If Janet dies first then Martin will be able to live in the property but will never own it. They requested some time to consider their options and have subsequently contacted me to advise that they would like to proceed with my advice and a follow-up meeting has been arranged. They said that they feel my advice covers everything they thought they needed and was explained in a way that made sense.

Client 4

Barbara (80) – widow. Has an old Will and full Lasting Powers of Attorney (LPAs). Barbara’s daughter is an existing Casey & Associates Client and wanted me to meet her mother to discuss protection her home against long-term care fees. I explained how putting her home in to a protective trust could safeguard against this and she decided to proceed. As a goodwill gesture I included a “refreshed” Will as part of the service and Barbara was very happy with the outcome of our meeting, as was her daughter.

If you would like to meet with one of our Consultants to discuss any of the issues raised in this article or any other Estate Planning topic please telephone 01732 868190 or click here.

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