Planning for the Future with Wills & Trust Webinar

Description

Having an up to date Will in place goes some way to provide for your disabled or vulnerable loved one, however in some cases it has the potential to create further problems. If you or a family member are considering leaving money directly to a disabled or vulnerable person you can put them at considerable risk of financial abuse and it may impact their entitlement to means tested benefits and social support.

Stuart Price will talk about how to protect a disabled or vulnerable person using specialist Wills and Trusts. He will explain how to safeguard means tested benefits and how you can provide financial security for a disabled or vulnerable person as well as the rest of your family. Stuart will also talk through the different Trust options available, the importance of a Letter of Wishes and choosing the right Trustees.

Stuart will explain:

Why it is important to make a Will

Why use a Trust

Your Trust Options

Please note, this webinar will not be recorded.

If you have a question regarding the presentation, please contact Faye Tucker on 01273 610611.