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Published on: 13th December 2016

Do you want to leave it to the state to decide?

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Casey & Associates continues to give "Peace of Mind" to thousands of families throughout the South East. If you are not already a client then the following may interest you.

A Last Will & Testament is a legal document expressing your wishes for the distribution of your estate after you pass. It is important as it can make it easier for your loved ones at an already difficult time. Without one, the process of distributing your estate can be stressful and time consuming. Recent studies show that approximately two thirds of adults have NOT made a Will.

By making a Will, you will be able to prevent your assets going to people whom you did not want to receive them. "Estate Planning" always starts with a well constructed Will and can assist you in protecting your assets from being lost to pay for care fees and even from "sideways disinheritance"; for example, a second spouse in later life. It is also possible to mitigate Inheritance Tax.

Furthermore, when creating a Will, you are able to state exactly what you would like to distribute and whom you wish to receive it. This can prevent possible disputes that may occur among family members, as well as providing financial security for your loved ones. During this process, you appoint somebody to act as your executor. Their role will be to administer your estate, according to your wishes, when it becomes necessary.

If you have young children, making a Will is even more important as you can secure their future by appointing a guardian who will care for your children in the unfortunate event of your passing whilst they are still under 18. Known as 'guardianship', this gives you the peace of mind that your child, or children, will be cared for by someone you trust. You can also appoint trustees who will hold and invest money or assets for your children, increasing their financial security.

Should you choose not to create a Will, you will die intestate. This means that the state will distribute your estate via the rules of intestacy. These rules define that your estate will be passed to married or civil partners and close relatives only. If you are unmarried, your partner will not inherit from your estate. If you are married, your spouse will receive most, or all, of your estate; so your children may receive less than you would wish.

Making a Will may be easier than you think. Our consultants can visit you in the comfort of your home to discuss your wishes and give you "Peace of Mind". If you do not want the state to decide who receives your assets then please contact us for a free no obligation appointment by clicking here.


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

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