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29th April 2024
Creating a Will is crucial for safeguarding your family’s future and ensuring their well-being after your passing. During this process, it can be easy to overlook how and where you are going to store your Will...
15th April 2024
When creating your Will you can include a charitable bequest to whichever charitable organisation you choose. Many people decide to leave money to a charity, as a way of leaving a legacy and contributing to somethin...
1st April 2024
Wills are 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 assets and factors during...
18th March 2024
On your passing, funeral arrangements will need to be made and you can decide on your preference. A Will is the perfect place to express your wishes for the arrangements. They are called “wishes” because...
4th March 2024
When writing a Will, the majority of testators leave their estate to the children. This is very common, and most of the time, relatively simple. However, matters can become complicated when one or more of the testat...
19th February 2024
As we go through life, we collect various possessions which are of sentimental value to us. When creating a Will you may have specific wishes, as to who those possessions go to. For most people, their personal posse...
5th February 2024
When deciding to create a Will, it is important to consider what type of Will would be most effective and match your needs the best. In England & Wales, there are various types of Wills – each aimed to fit...
22nd January 2024
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...
8th January 2024
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...
27th December 2023
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...
11th December 2023
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...
27th November 2023
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 ...
13th November 2023
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...
30th October 2023
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...
16th October 2023
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...
2nd October 2023
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...
18th September 2023
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...
4th September 2023
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 ...
21st August 2023
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...
7th August 2023
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...
24th July 2023
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...
10th July 2023
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...
26th June 2023
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 ...
12th June 2023
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...