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News & Articles

22nd January 2024

Testamentary Guardianship

What is a guardian? A guardian has parental responsibility, meaning they have all the legal responsibilities of a parent when looking after the interests of a child. They are appointed in, for example, a Will but i...

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8th January 2024

Joint Bank Accounts vs Property and Financial Affairs LPA

For children with elderly parents, a joint bank account may seem like the perfect way to assist their relative in managing their financial affairs – paying bills, buying food shopping and helping with internet...

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27th December 2023

Making changes to an existing Will

The one certainty in life is change. We experience changes frequently throughout our lives. This is why it is important to have your Will reviewed regularly, to determine whether there have been any changes in the L...

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11th December 2023

Why Trustees should consider creating Lasting Power of Attorney documents

A Lasting Power of Attorney (LPA) is a useful legal document that Casey & Associates recommend any individual with sufficient mental capacity to create. Having LPAs can provide peace of mind for people as they k...

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27th November 2023

What might arise the suspicion of the Probate Court when reviewing your Will?

During probate, the courts review the deceased’s Last Will and Testament to ensure that the Will is valid.  If the Probate Court have any suspicions based on the validity of your Will, a requisition will ...

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13th November 2023

Is a Health and Welfare Lasting Power of Attorney Actually Necessary?

When discussing Lasting Power of Attorney (LPA) documents with clients and their families, it has become increasingly common for people to see the benefits to implementing a Property and Financial Affairs LPA, and t...

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30th October 2023

Why creating a Will is not just for later in life

  If a person dies without a Will, it results in them dying intestate. This means that they have no say in who will receive their assets, as their estate is divided in accordance with the rules of intestacy. T...

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16th October 2023

Preparing for your appointment

To get the maximum benefit from your appointment, we advise that you give your Estate Planning requirements some thought prior to your appointment and ideally make a list of your questions and concerns so that you d...

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2nd October 2023

Considering Digital Assets During Estate Planning

The Last Will and Testament is thought to date back to ancient origins, with some crediting the concept to the Romans. We are now a far cry from those times, with testators now having to consider a magnitude of asse...

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18th September 2023

Inheritance (Provision for Family and Dependants) Act 1975

The Inheritance Act 1975, was enacted to resolve the issues of fairness and provisions for family members and dependents in the distribution of an individual’s estate. This piece of legislation provides a lega...

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4th September 2023

Why you shouldn’t put your house in your child’s name / children’s names

  There is a lot of misleading information out there detailing ways to minimise Inheritance Tax (IHT) or to protect your home from care fee assessment. The most common “solution” clients ask about ...

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21st August 2023

Providing for Pets – Why Providing for your Four-Legged Friends is a Good Idea

  When an individual considers writing their Will, they tend to think of their financial assets, such as bank accounts, property and shareholdings. People spend time thinking about who they would like to inher...

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7th August 2023

Inheritance Tax for Married Couples and Civil Partners vs Partners

In England & Wales, everyone has allowances against inheritance tax. The allowances often benefit spouses and civil partners compared to partners, as a transfer of assets to a spouse/civil partner is exempt from...

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24th July 2023

The Importance of Secure Will Storage

A Will is one of the most important documents you will create in your lifetime. If you have assets abroad you may create a Will for those assets whilst your English Will covers all other assets. However, normally yo...

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10th July 2023

When to Appoint a Replacement

When considering your Estate Planning, it is vital to not only think about your ideal wishes, but also to contemplate what you would like to happen if your original plans were unable to go ahead. For example, many p...

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26th June 2023

How to exclude a potential beneficiary from your Will

Family disputes are increasingly common and with 42% of marriages ending in divorce, estrangement is at an all-time high. Arguments can see family members separate for lengthy periods of time and in some cases, the ...

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12th June 2023

A True Story

One of our Consultants has asked us to share this true story. The names of those involved have been changed to protect identities. "I am an estate planning practitioner. It is my job to assess an individual's perso...

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29th May 2023

Does “Common Law Spouse” exist?

Family structures are continuously changing and a recent study shows that there around 2.3 million unmarried couples in the UK. This results in around one in eight couples, who live together but are choosing not to ...

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15th May 2023

Using Lasting Powers of Attorney - sharing an experience

One of our clients has kindly taken the time to write to us explaining how vital Lasting Powers of Attorney are. Here is her story (we have changed one or two references so that our client cannot be identified). My...

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1st May 2023

What to do in changing marital circumstances

Throughout our lifetimes, our circumstances inevitably change. Here at Casey & Associates, we are available to give you the best advice each time there is a change. We recommend a review every three years to ens...

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17th April 2023

Do you own your family home?

When you purchase a property and your conveyancer registers it with the Land Registry, you can often choose how you would like to own it. There are three common ways of owning a house: Sole Owner ~ Joint Tenants ~ T...

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3rd April 2023

Signing your Will

There are specific rules that must be followed to ensure that signing your Will is straightforward and correct. The Will has to be in writing. This includes "typing, printing, lithography and other modes of represe...

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20th March 2023

There is no substitute for Professional Will drafting and storage

20 January: Very sad day. Mum's funeral. I think Mum would have liked the service and arrangements. If only we had known what she really wanted. Everyone was very kind. Really strange to see John after all this...

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6th March 2023

Lisa Marie Presley’s Will Disputed: Importance of Seeking Professional Advice

Lisa Marie Presley, daughter of legend Elvis Presley and Priscilla Presley died earlier this year aged 54. Priscilla has since disputed the validity of Lisa Marie’s Will and asked American Courts to deem it in...

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