"For tomorrow belongs to the people who prepare for it today."
Legal specialist in providing Later Life estate planning solutions and advising vulnerable clients.
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Later Life Planning
Making a Lasting Power of Attorney
How do I ensure someone will look after my affairs if I become incapable of making decisions?
Some of my clients want someone they trust to take care of their affairs if they become incapable. I advise them to have professionally drafted Lasting Powers of Attorney prepared and registered.
What is a Lasting Power of Attorney?
This is a legal document that lasts for the rest of your life. You can appoint someone you trust to help you make decisions if you should become incapable.
I offer the following Lasting Power of Attorney services:
- Preparation and registration
- Revoking of a Lasting Power of Attorney
- Registration of an Enduring Power of Attorney
- Professional Attorney services
Making a Will
How do I ensure my hard-earned lifetime wealth goes to those I love?
To ensure that my clients are in control of where their hard-earned wealth goes on their death, I advise them to have a professionally drafted Will prepared that deals with their circumstances.
What is a Will?
A Will is a legal document that records how the Willmaker wishes his/her property to be distributed after their death.
I offer the following Will services:
- Will preparation
- Inheritance Tax-efficient Will planning
Asset Protection Willtrust Planning
How do I ensure that my children will still inherit if I die and my spouse meets someone else?
Clients who want to guard against this situation can protect their children’s inheritance by using Willtrust Planning.
What is a Willtrust?
A Willtrust is a trust found in a Will, which takes effect on the death of the Willmaker.
I offer the following Willtrust planning services:
- Property Protection Trust Planning
- Right of Residence Trust Planning
- Flexible Life Interest Trust Planning
- Discretionary Trust Planning
My husband has died; how do I settle up his affairs?
If your husband wrote a Will, depending on the size of his estate, you will need to obtain a Grant of Probate and settle any taxes due. If he died without a Will, you will need to obtain a Grant of Representation.
What is a Probate?
This is the judicial process where a deceased person’s Will is proven in a court of law. It is accepted as a valid public document that is the last and true testament on how the deceased wants his estate dealt with.
I offer the following Probate services:
- Grant of Probate only service for small estates
- Full Grant of Probate service (including settlement of taxes and distribution of the estate assets)
- Full Grant of Representation service (including settlement of taxes and distribution of the estate assets)
- Setup of trusts