My Services
Things you might want
to discuss
You want to protect the things that you have worked hard for. Creating a Will allows you to clearly outline how your assets will be distributed after your passing, ensuring your wishes are met and your chosen beneficiaries receive what you intend.
Trusts maybe something you should consider. These can be.
Trusts to preserve your legacy, ensuring your inheritance reaches your family while providing strong protection against risks such as divorce, remarriage, taxation, and creditors.
Trusts which protect your home from care fees should you/both of you need care before one of you passes away.
Trusts which enable you to leave your business to your family in the most tax efficient way.
Life can be unpredictable, and circumstances may arise when you’re unable to manage your finances or personal well-being due to illness, injury, or other forms of incapacity. During such times, having someone you trust to step in can make all the difference.
Even at a young age, unforeseen events can leave us unable to handle essential matters.
Having a dependable individual to oversee your affairs can alleviate the stress of unpaid bills and unresolved responsibilities, providing you with much-needed peace of mind.
Appointing a trusted Attorney in advance ensures that, should the unexpected occur, your financial and personal well-being will be managed with care and in accordance with your wishes.
Your hard work has built a strong business for your family, so it’s crucial to ensure they’re protected if you or a business partner pass away.
Without a valid Will, your share could be distributed under Intestacy Laws, potentially going to unintended beneficiaries. Would you be comfortable running your business with a partner’s spouse or heirs? Their involvement could affect operations or reduce the business’s value.
Without proper Business Succession planning:
- Your family may not inherit your share.
- Partners may struggle to buy out the deceased’s share.
- Heirs might be forced to run the business.
- The business could lose value or be sold, triggering Inheritance Tax.
Planning ahead secures your legacy and protects your business’s future.
