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28th December 2020
There are a number of Will Writing companies throughout the country who specialise in Will Writing, Estate Planning and Estate Administration. In this article we are going to discuss the various types of Will Writin...
21st December 2020
Being an Executor means someone has chosen you to ensure that their wishes are carried out when they die. We know it is an important job, but what power does an Executor of a Will have? In this article we will...
14th December 2020
Ethel and Bert have been married for a wonderful 70 years together. They met whilst playing on the bomb sites in London in the 1940s. They got married in 1950 and worked hard. They had twins William and Benjamin (wh...
7th December 2020
Once you have decided to have a Will created it is important to have it signed and stored correctly. You should read over your Will just before signing it so that you are sure it reflects your wishes. If you and you...
30th November 2020
Making a Will is the start of the Estate Planning process and although there are a number of additional documents that most need to consider, making a Will is considered the foundation of a good Estate Plan. When i...
23rd November 2020
The global Covid-19 Pandemic has caused a wide range of unforeseen problems for many people and it has certainly had an impact on Estate Planning. There have been several different ways Covid has impacted Estate Pla...
16th November 2020
As we get older we all get a bit forgetful. Where did I put my keys? Did I lock the car? But are you able to remember that you questioned yourself or not? If so, then that is probably normal age-related memory chang...
9th November 2020
Good Morning Britain presenter Kate Garraway has revealed she faces financial difficulties as her husband Derek Draper remains in hospital. Derek is still battling the effects of coronavirus, whi...
2nd November 2020
Choosing an executor for your Will is an important decision and one which can cause problems to those you leave behind if you get it wrong. We would generally recommend, wherever possible, that you appoint one or mo...
26th October 2020
‘What is Probate’ is a question we often get asked when in reality, Probate is just part of the Estate Administration process. In this article, we will go into more detail on how Probate fits into an Est...
19th October 2020
Here at Casey & Associates we always want to ensure our Clients have all the information they need to be confident in all aspects of their Estate Planning. This article gives detail on an Estate Planning checkli...
12th October 2020
You are loving parents and treat your three children the same. You do the best you can for all three. For some reason one of them starts to go astray. You start to lose contact. You hear stories about alcohol or dru...
5th October 2020
Mirror Wills are created by two people, and the Wills mirror each other so the assets of the deceased goes to the person they are survived by. Mirror Wills are typically created by partners who may be married, or ma...
28th September 2020
Many of our Clients when we speak to them for the first time will often assume their next of kin is their spouse, but this is not always the case and is a common misconception. Whenever we talk to a Client about the...
21st September 2020
When giving instructions to our Consultant it is most important to consider the exact relationship to you of those who will benefit from your Will, and defining the beneficiaries in your Will is critical. If you hav...
14th September 2020
What would happen to your business if…? This is a question we always ask when carrying out an Estate Plan with our Clients, and the answer is to make sure you have considered all options so you can ‘lea...
7th September 2020
An often overlooked aspect of what we do is Will storage. Having a Will put in place is only the first step – telling your family and executors where your Will is kept is an equally important step and we will ...
31st August 2020
Choosing a Will Writer is an important decision. You need to be sure that the firm or individual you work with will give you the required level of service and there are many different options available. This article...
24th August 2020
The Main Residence Nil Rate Band is an allowance against Inheritance Tax (IHT) which was introduced in April 2017. Broadly speaking it is an allowance for those who own a house (the Family Home) and are passing it t...
18th August 2020
Why are our Family Trusts for homeowners particularly popular in Tunbridge Wells, Maidstone, Brighton, Guildford and Epsom? We are not quite sure. They are very popular throughout the South East but they are particu...
10th August 2020
A Disabled Discretionary Trust is a Trust that can be set-up for a disabled or vulnerable person (the beneficiary), who receives means tested benefits, to protect assets in the Trust for the beneficiary. A typical ...
3rd August 2020
An Enduring Power of Attorney (EPA) is a document that existed before 1st October 2007 and was directly replaced by a Lasting Power of Attorney (LPA) document. The key difference between EPAs and LPAs is that an EPA...
25th July 2020
Currently, the law states that a Will must be made “in the presence of” at least two witnesses. However while isolating or shielding some people have understandably turned to video link software as a sol...
20th July 2020
If you have been appointed as an executor in a Will it might be for close family such as a spouse, partner or children. You will probably know a lot about their affairs and so even though it may be a very difficult ...