Heritage Estate Planning Blog

Who makes decisions about your care and treatment if you can’t?

I come across a lot of people who think that if they were to ever lose mental capacity, their next of kin would be able to make all the important decisions and I really wanted to write this article because that thinking isn’t correct.    When you are a minor, the person who has parental

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Protecting your children’s inheritance

How can you be certain that your children will receive an inheritance if you die before your spouse and they remarry?    This is a real concern for many people I speak to. Nowadays there are many different types of families, following separations and divorces resulting in a more complex family situation.    If you

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Lasting Power of Attorney – what is it and do I need one?

Whenever I talk to clients about making a will, I always talk to them about why they also need a Lasting Power of Attorney (LPA). Certainly, during your lifetime, an LPA is far more useful to you and your family than your will.  Your will, and your wishes contained in your will, only take effect when

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Protecting your family’s future

The majority of the UK population do not have a will, yet having a properly drawn up will in place is one of the most effective steps you can take to protect your family’s future. Having a will in place is not only vital to ensure that your money, property and possessions are distributed exactly

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When it is too late to make a Lasting Power of Attorney

Each time I see a client to take instructions to draw up their will, I also talk to them about why a Lasting Power of Attorney (LPA) is so important. An LPA is a legal document appointing people you trust to make decisions and act for you if you are unable to do so in

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