When we meet a new client we’ll always ask if they’ve made a will. Unfortunately those who have are in the minority. Most don’t think about it and are unaware of what might happen if they die intestate (that’s the technical term for dying without a will, not a medical condition). So what would happen? […]
View ArticleFinancial Planning, Inheritance Tax Planning, Legacy Planning, Legal, News
Recently a client passed away leaving behind his wife. Annie* and her late husband had known me since I was a baby and their children are also clients of our firm. As with many families it is often the case that one spouse “deals with the money” and Tom* had handled all of the finances. […]
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