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Tuesday 27 September 2011

Holiday Checklist

Sun Glasses r
Suntan Lotionr
Bikinir
Travel Insurancer
Willr

I always ask my client's "What prompted you to decide to sort your Will out now?" The answer to this gives me quite an insight into their mindset at that time.  Often the prompt to getting their affairs in order is travel.
  • One partner travels with work a lot
  • Couple going away without the kids
  • Family all flying together
These trips sometimes make us aware of our own mortality.

If one partner travels abroad a lot on business it makes sense to make sure the other partner will inherit if the traveller dies.  Dying without a Will, especially if you are not married, can result in an administration nightmare and assets not necessarily going to the people you want them to. Who needs this at such an emotional and traumatic time. The solution - make a Will now.

A romantic city break often leads to parents worrying about getting killed in an accident whilst away and not knowing who'll look after the children.  Without a Will which appoints Guardians Social Services  will decide who gets parental responsibility for your children.  Their decision could be a million miles away from what you would want. The solution - make a Will now.

Going on a family Summer holiday all flying together can lead to worrying about the plane crashing and who will inherit your hard earned assets if all the immediate family dies together.  Without a Will the laws of intestacy take over meaning assets could pass back to your parents or across to your brothers and sisters.  This might not be what you want.  The solution - make a Will now.

So I should see a rush of people in the Summer months sorting our their affairs before jetting off to exotic places.  But I don't. Why?

Could it be that those worries disappear as soon as you get back home until you start planning your next trip. Or do you feel you just don't have the time once you are back in your normal routine?

Remove one worry from the "things to think about before I go away" list.  Sort your Will out now.

Worried its a long drawn our process?  It's not - A couple of hours of your time now talking about your wishes with me will make sure things are in order and give you peace of mind when you next go on holiday and give you more thinking time for more exciting things like, how blue will the sea be or will 6 bikinis be enough!!

Thursday 22 September 2011

Free Will Advice Clinic - Brackley 28th of September

I will be at Brackley Information Bureau on 28th of Septmber from 2pm till 5pm to answer all your questions about Wills. For example who gets what on death? Who will look after your children? How can you plan for potential Inheritance Tax? Come and see me and ask me those questions that have been worrying you.

Tuesday 6 September 2011

September's News

This month's Newsletter  http://eepurl.com/fDxQU

How a Charity Legacy could save your IHT
5 Reasons you need a Will
5 Reasons to use Bicester Wills
Newtworking dates for your diary