Wills & Trusts 
 
 
Wills & Trusts 
 
 

Getting the correct advice and expertise Maximising the benefit of the assets that you will leave to your loved ones after your demise is amongst the most serious and important tasks you will undertake. After all you have spent a lifetime of hard work acquiring your wealth.  

Getting the correct advice and expertise Maximising the benefit of the assets that you will leave to your loved ones after your demise is amongst the most serious and important tasks you will undertake. After all you have spent a lifetime of hard work acquiring your wealth.  

 
How much you bequeath to future generations is of importance but even more crucial is ensuring your legacy is fully protected not just for your lifetime but also for future generations. 
 
Unfortunately a common occurrence is that assets that were intended for children or other beneficiaries, are diverted away by Sideways Disinheritance. With quite simple legacy planning the assets can be kept within the bloodline ensuring that not only children, but also grandchildren and further issue will enjoy the inheritance that is meant for them. 
 
All too often families do not get the proper help and advice they require to guard against the ordinary eventualities that occur and adversely effect the family's inheritance. They will probably be unaware of the role that simple Asset Protection Trusts can play in making sure that the wishes of the person making the Will are guaranteed to be carried out. 
 
Each person and family is unique so a Will on its own may not provide enough certainty that a grandparent's wishes are guaranteed. At C S L J Wills it is our job to make sure that our clients understand what their options are, explained in a way that is most relevant to the client's personal circumstances allowing that person to be able to make their own properly informed choices as to what is the best strategy for them. 
 
How much you bequeath to future generations is of importance but even more crucial is ensuring your legacy is fully protected not just for your lifetime but also for future generations. 
 
Unfortunately a common occurrence is that assets that were intended for children or other beneficiaries, are diverted away by Sideways Disinheritance. With quite simple legacy planning the assets can be kept within the bloodline ensuring that not only children, but also grandchildren and further issue will enjoy the inheritance that is meant for them. 
 
All too often families do not get the proper help and advice they require to guard against the ordinary eventualities that occur and adversely effect the family's inheritance. They will probably be unaware of the role that simple Asset Protection Trusts can play in making sure that the wishes of the person making the Will are guaranteed to be carried out. 
 
Each person and family is unique so a Will on its own may not provide enough certainty that a grandparent's wishes are guaranteed. At C S L J Wills it is our job to make sure that our clients understand what their options are, explained in a way that is most relevant to the client's personal circumstances allowing that person to be able to make their own properly informed choices as to what is the best strategy for them. 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Please get in touch to make a no obligation appointment or for further information 

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