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3rd September 2018
John and Jackie were married for many years and had one son, James. David and Dawn were married for many years and had three sons, Dean, Donald and Duncan. Jackie and David died in their sixties. A few years later ...
28th August 2018
You do not need to change your Will if the name or address of someone in your Will changes. The most important thing is that they can be uniquely identified. Usually more than one executor/trustee is best. If one l...
20th August 2018
The law in England and Wales is such that you have testamentary freedom. This means that you can leave what you like to whom you like. However, it is possible for certain people to make a claim against your Will if ...
13th August 2018
Following your death, the distribution of your assets is not a foregone conclusion and the people who you wish to benefit from your estate may not do so in the way that you wish them to if you don't make a Will. In...
6th August 2018
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 o...
30th July 2018
Read these two examples of the value of LPAs Client 1 Dorothy (84) - Widow. Had an existing Will. Dorothy had no children and lived in a council flat. She had significant savings and lived a very comfortable life. ...
23rd July 2018
Why Make A Will? Following your death, the distribution of your assets is not a foregone conclusion and the people you wish to benefit may not do so in the way that you wish them to in the absence of a Will. Therefo...
9th July 2018
You will probably have a family member or a friend who was married, got divorced and now lives with a partner. They are not keen to remarry. One of the things they will find difficult is planning the distribution of...
2nd July 2018
Over the past 20 years, an estimated 1.5 million Wills have been written by banks. Many of these Wills have been created for free or for a very low fee. However, it has now been revealed that in many cases the small...
25th June 2018
Any Wills that have been made since 4 April 2005 could be affected if a beneficiary has changed gender. Prior to 2005, anything that was left in a Will to someone of a specific gender was not affected if they chang...
11th June 2018
Do you have an Enduring Power of Attorney (EPA) or a Lasting Power of Attorney Property and Financial Affairs (LPAPFA)? What about a Lasting Power of Attorney Health and Welfare (LPAH&W)? EPAs only cover decisi...
5th June 2018
As estate planning practitioners we obviously meet a lot of people who need a Will. Some have never had a Will at all, some have made a Will a long time ago and it is in dire need of updating and some people have at...
21st May 2018
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...
14th May 2018
At Casey & Associates we strive to maintain excellent levels of customer satisfaction. The starting point for this is a friendly face to face meeting in the comfort of your own home. Whilst there are a number o...
8th May 2018
It is only three weeks since we posted an article about the importance of storing your Will securely. An incident occurred this week which highlights the need for professional storage. The names of our clients have ...
1st May 2018
When a loved one passes away, funeral arrangements are often discussed and arranged before the estate administration process has been sorted. As a result, cash flow can be problematic. However, as most banks are aw...
23rd April 2018
If you live (are domiciled) in England/Wales you have testamentary freedom. This means that you can create a Will leaving what you want to whom you want. There are many countries where this is not the case. In such ...
16th April 2018
If you want your wishes to be adhered to when you pass away, then you should record your wishes in a Last Will and Testament. A legally valid, attested (signed in front of two witnesses) Will means that your estate ...
9th April 2018
To be able to create a Will, you must be over the age of 18 and have the necessary mental capacity. If you have limited eye sight, are registered blind, disabled, unable to sign or hard of hearing you can still make...
3rd April 2018
Many people think that trusts are only for the very wealthy to "hide away" assets. However, we use trusts on a daily basis to protect assets for clients who would not class themselves as very wealthy. Sometimes the ...
29th March 2018
Comedy legend Sir Ken Dodd recently passed away, aged 90. After previously being accused of tax fraud in 1989, from which he was acquitted, it seems Sir Ken may have had the last laugh. Two days before passing away,...
19th March 2018
John and Jane Smith had worked hard and been successful in life. They had two daughters rather late in life. Their large family home on the outskirts of London was their pride and joy. The two girls were both at uni...
12th March 2018
Writing a Will is extremely important. It gives certainty to your loved ones after you have passed away. It can also help reduce inheritance tax and protect your assets. Without a valid Will, it could be up to the c...