What else to consider?
So if you have transferred your main assets into a Family Trust for maximum protection, here’s a list of other matters you may wish to attend to whilst your mind is fine-tuned to organizing your affairs.
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set up both ‘property & financial affairs’ and ‘health & welfare’ |
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extremely useful and again is you deciding for yourself what would happen in the event that … |
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this is a personal note to those closest to you, to say this is what I wish you to do for me, in the event that … |
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put together a simple list of your assets such as bank/building society accounts, ISA’s and investments, premium bonds and so on. When the worst happens, your family and friends will thank you for making their lives easier – you know it makes sense |
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How are friends and family going to know what you wanted if you haven’t written it down? Yes it’s a bit morbid to sit and think about it, but it’ll be the last thing you organize |
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If you have just your partner, and you then found a hand written note addressed to you, how would you feel? Why not write one now, it isn’t going to cost you anything |
Care Home Fees
What can you do about it?
Transferring your house and savings into a Family Protection Trust can protect them from this happening but we will need to assess your personal situation very carefully to make sure this is suitable. Contact us now to arrange an initial discuss.