Being prepared is something that we all learn from a young age. We all want to be sure that, should anything happen to us, all our affairs are in order. Our private client services team are here to help, from wills to managing your financial assets.
Our team can help organise any aspect of your affairs. We can help you arrange your assets through the planning of your wealth and guide you through power of attorneys and wills, as well as executry law. We know that no one wants to discuss the unthinkable, but it essential to make sure that you make life easier for your loved ones should something happen to you.
Our approach is always the same, we simply want to know what you want to happen with your assets after you’re gone. When we know your intentions, we can use our knowledge and expertise to help make that a reality as much as is possible.
The creation of a will is an act that should never be taken lightly, so we will always be on hand to help you through it.
With many individuals now living to a later age, more people are turning to powers of attorney in order to protect and manage their assets. The power of attorney is used to transfer authority to someone else should you be incapacitated or lose your mental capacity. Obviously, any decision to install power of attorney needs a great deal of careful consideration from all parties and we can provide the guidance you need to make an informed decision.
You want to be sure your assets get passed down to your loved ones, but you need to be aware of the implications that can arise when transferring an inheritance. Dependent on the amount that you have to bequeath, you may need to consider the effects of tax. We can help you to plan accordingly, allowing your heirs to make the most of it.
We can also advise you on the division of commercial assets such as the buying and selling of companies, as well as the transferring of shares. These are just important as personal assets and need to be considered when planning ahead.
With more elderly people requiring often expensive care for longer periods before they die, many people need to provide for this. Should one partner die, the assets will often pass to them. Yet, if the surviving spouse is in a care home, these funds will be swallowed up by the fees and charges that will be accrued. With our help, you can plan to look after your most valuable assets, such as a cherished family home, to be passed on, by taking a balanced approach whilst considering the best way to ensure the highest quality care for you.
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‘Legal Service and Estate Agency: How Matthew Cohen & Associates Can Help You’