TRW Estate Planning - Will Writer

TRW Estate Planning - Will Writer PROFESSIONAL WILL WRITING, TRUST & PROBATE ESTATE PLANNING SERVICES. PRIVATE CLIENT WORK UNDERTAKEN.

13/03/2022

Here are the main reasons people do not make a Will. We like to call these reasons the ‘Excuses’!

• I’m not ready yet! (When will you be ready – moments before you go?)
• My Union offer a free service! (There is nothing in life that is free! If it’s free why haven’t you done it!)
• I can get it cheaper! (There is always someone who does something cheaper – but is at as good!)
• I work late! (We offer day time, evening or weekend appointments!)
• My bank do it free! (This is the funniest! Banks – Free – Really!)
• I don’t know if I need it! (Intestacy Rules apply where there is no Will – Isn’t it better to do what you want!)
• My wife will get everything anyway! (Really – have you checked Intestacy Rules – what if you go together?)
What’s your Excuse?
Remember Geoffrey Chaucer – Canterbury Tales:
‘People can die of mere imagination’

Single Wills are priced at £100
Joint Wills are priced at £150
We also offer LPA’s (health and welfare/financial) as a range other other legal services.

Please call Martin Hobbs BSc Hons. ACILEx on 07720 975576 for advise or to make an appointment.

Check out our new information e-leaflet ‘Why do I need a Will?’ ...
29/04/2020

Check out our new information e-leaflet ‘Why do I need a Will?’ ...

Instructions for Wills and Lasting Powers of Attorney (LPA) is up 30% due to the coronavirus pandemic. Many practitioner...
25/04/2020

Instructions for Wills and Lasting Powers of Attorney (LPA) is up 30% due to the coronavirus pandemic. Many practitioners have been grappling with the best way to help these new clients achieve a valid Will and LPA without violating the self-isolation rules.

We are undertaking telephone and Video appointments only. Please get in touch and leave your details and we will call you back to arrange a call back.

24/04/2020

Martin Lewis on Wills & Lasting Power of Attorney. VERY IMPORTANT please watch.

17/04/2020

How often should my will be reviewed?

It can be hard enough to organise your time to make a will in the first place but only if your life hadn’t changed at all could you rely on those initial wishes indefinitely. Even if your own circumstances are the same, the law itself may have altered.

Surely things are changing constantly?
I can’t keep altering my will all the time. This is why the will should anticipate the most important changes when you first make it. You should cover the possibility of your main beneficiary dying before you, for example, and include an alternative choice of executor. Your will should make sense even if your estate changes in value – but within limits. You can only cover so many possibilities in the initial will.
What changes should make me reconsider my Will? If any important beneficiary does die before you, you should review the will anyway, even this is already covered. You may be surprised how much this major event changes your ideas. Your executors die or tell you that they cannot act or they plan to move away. Your estate becomes very much greater or smaller, you dispose of an asset left to a particular beneficiary, you become aware of changes in how Inheritance Tax (IHT) will affect your estate. Your own child divorces and you fear their spouse will claim on the inheritance.
Perhaps you yourself divorce. Your ex-spouse no longer benefits but the will itself remains valid and no longer makes an effective disposition of your estate. Perhaps you marry or remarry; your will is automatically revoked unless expressly made in anticipation of that particular marriage.
So how often should I look at my Will?
Your will is more than just something for others to follow after your death, it’s part of your own lifetime planning. As a rough guide, you should review the will every five years whether or not you have any changes in mind. At the very least you should be considering whether the value of your estate is the same and if your intended beneficiaries will still benefit in the same way.If you are unsure or have any questions regarding your Will please contact us on 07720 975576

Preserve your wealth for future generationsProfessional Estate Planning will protect your assets and safeguard the futur...
26/11/2019

Preserve your wealth for future generations

Professional Estate Planning will protect your assets and safeguard the future of your loved ones, minimise your tax burden, designate guardians for minor children, avoid probate court involvement and plan for incapacity.

A Personal Service

Our Estate Planning Professionals will look carefully at your individual circumstances and make a personal diagnosis of your own situation. They will provide you with Estate Planning advice and the solutions necessary to help protect your estate and ensure your assets are passed to your loved ones.

Protect your assets for your loved ones
Without professional Estate Planning in place your heirs may inherit debts, tax bills and be left fighting over how your assets should be divided. Estate planning doesn’t have to be complicated and even putting a basic Will in place can mitigate the majority of these factors. If your circumstances are more complicated, protective trusts can be established to reduce inheritance tax payable and protect your assets from risks such as bankruptcy, divorce and potential care costs which may be payable in the future.

Writing a Will is the only legal way to specify who you would like your assets to go to when you pass away. We can help ...
26/11/2019

Writing a Will is the only legal way to specify who you would like your assets to go to when you pass away. We can help you write your Will in less than an hour. Appointments are available over the telephone or in your own home.

Grant yourself peace of mind
People put off making a Will for a variety of reasons, either believing they are too young to plan ahead or believing that the people they would wish to inherit will automatically do so.

However you can put off making a Will until it is too late and this poses many problems for your loved ones left behind and in the worst case scenario your inheritance could go to the wrong person or the state.

Safeguard your family’s future
Thinking about your Will and how you would like your assets to be passed after death can be an uncomfortable thing to do, however writing a Will can grant you the peace of mind of knowing that you have safeguarded the future of your loved ones. From the simplest Will to the most complex Estate we can advise on planning you would really like, rather than leaving your loved ones guessing what you may have wanted by not making a Will.

If you die without a Will…
If you die without a Will (intestate) then the Laws of Intestacy will decide who inherits your money and assets. Who your wealth will go to is dependant on a number of factors such as whether you are married or have children.

Grant yourself peace of mind
People put off making a Will for a variety of reasons, either believing they are too young to plan ahead or believing that the people they would wish to inherit will automatically do so.

However you can put off making a Will until it is too late and this poses many problems for your loved ones left behind and in the worst case scenario your inheritance could go to the wrong person or the state.

Safeguard your family’s future
Thinking about your Will and how you would like your assets to be passed after death can be an uncomfortable thing to do, however writing a Will can grant you the peace of mind of knowing that you have safeguarded the future of your loved ones. From the simplest Will to the most complex Estate we can advise on planning you would really like, rather than leaving your loved ones guessing what you may have wanted by not making a Will.

If you die without a Will…
If you die without a Will (intestate) then the Laws of Intestacy will decide who inherits your money and assets. Who your wealth will go to is dependant on a number of factors such as whether you are married or have children.

Your partner
If you are not married, your partner will not receive anything.

Ex-partners
Ex-partners could make a claim on your estate if you do not re-draft your Will to exclude them.

Children
Children you have from a previous relationship may not receive anything. This is because under the laws of intestacy, if someone dies without a Will then the majority of their assets goes to their current spouse.

Guardianship
Children you have under 18 may be taken into care while the courts choose who looks after them.

Call us on 07720 975576 to arrange your FREE telephone consultation or for further advice.

Address

Plymouth

Telephone

+447720975576

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