Atlas Financial

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Estate Planning

Will writing, trusts & probate
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Will writing

now what happens?

Who inherits and when

What happens to your estate when you die is something you would record in a will, will writing is highly recommended for people with children or assets, you can even exclude certain people from inheriting.

Cash can be left in set amounts or percentages and you can say who gets the pleasure of raising your dependents.

If you die without a valid will, then your estate will follow the ‘Rules Of Intestacy’, these are the standard government guidelines, although they aren’t always in the deceased’s best interests. For more information click here.

If your estate is large enough then probate may be necessary, this determines who has the legal right to deal with your estate when you die.

trusts

control the handling of your assets

In some circumstances it may be easier to control your affairs using trusts. Some trusts have tax advantages, others control the ownership and usage of assets and some are designed to guarantee inheritance.

trusts

control the handling of your assets

In some circumstances it may be easier to control your affairs using trusts. Some trusts have tax advantages, others control the ownership and usage of assets and some are designed to guarantee inheritance.

 

 

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Prepaid probate plan

Make life easier and cost less for your executors

Ever noticed how it’s cheaper to buy car insurance when you do it 30 days in advance? Or how a funeral plan can help against the rising cost of dying?

Well, a probate plan uses the same idea. If you have an estate that is likely to need assistance from the probate service, then one of these plans could help save on solicitors fees, it will also reduce the stress of being an executor for your loved ones.

Contact us for more info

Choose to contact us or let us know when is a good time to get in touch with you…