Plain English introductions to the main areas of estate planning, written for families rather than lawyers.
These guides are general information, not legal advice. Your circumstances are particular to you, and the right answers usually emerge in conversation. When in doubt, please ask.
Guides
Estate planning, explained.
05 guides
/ 01WillsWhat a will does, why it matters, and what to think about before writing one./ 02Lasting Powers of AttorneyAn introduction to the two types of Lasting Power of Attorney and when each applies./ 03TrustsAn overview of common trust structures and the purposes families use them for./ 04Probate & Estate AdministrationWhat is involved in administering an estate after someone dies./ 05Inheritance Tax PlanningThe basics of inheritance tax and the allowances that may apply to an estate.
Questions a guide cannot answer?
Reading is a good start, but advice belongs in conversation. The first 30 minutes are complimentary, by video or telephone, and we lead with questions.
