Keeping track of crucial legal papers can be challenging. Here are some key documents you should organize: 🔹 Birth Certificate 🔹 Citizenship Papers 🔹 Marriage Certificate 🔹 Divorce Decree 🔹 Death Certificate of a Spouse or Parent 🔹 Military Discharge Papers 🔹 Power(s) of Attorney 🔹 Insurance Policies 🔹 Deeds to Property and Cemetery Plots 🔹 Pension Benefit Documents Organize these into easily accessible files to ensure you can quickly find them when needed. Get in touch if you need help! https://buff.ly/48CWqT7 #DocumentOrganization #EstatePlanning #BePrepared #Organization
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“For a married couple, moving out of England is about a lot more than voting with your feet about the state of the country or government policy” With tax increases on the horizon, many HNW individuals are seeking greener pastures outside of the UK. But for separating couples, a move abroad could have serious implications. Our Founder and President, Ayesha Vardag, spoke to The Times about how moving abroad could affect your divorce settlement - and potentially lose you millions. Read the full article below👇 https://lnkd.in/ezsKtvge #HNW #familylaw
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Life changes - and your Will should change with it. Births, marriages, deaths, and divorces make a difference to your circumstances - and should be recognised in your valid and updated Will. #updateWill #intestacy #willsandprobate https://lnkd.in/e2qbUveq
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It’s very common to be unsure about what to do next after a separation. Without a clear plan, important steps might be missed, leading to unnecessary stress. Knowing the right actions to take will help you stay organised and move forward confidently. Here is a comprehensive checklist to ensure you're on track. ▢ Legal Documents: Gather and organise all necessary legal paperwork such as divorce applications, financial affidavits, and property settlement documents. Ensure all documents are completed accurately to avoid delays in the process. ▢ Child Custody Arrangements: Create a detailed plan for parenting time and child support arrangements. Clear agreements help prevent disputes and ensure stability for your children. ▢ Financial Planning: Assess and divide financial assets and liabilities. This includes evaluating bank accounts, property, and debts. Proper planning helps in fair distribution and avoids future financial conflicts. ▢ Support Systems: Identify and secure support from family and professionals. Having emotional support from loved ones and professional guidance from legal and financial experts can ease the process. Looking for a legal team that understands the sensitivity of your case? Connect with KGM Legal today. Our expert team brings years of experience and handles each case with utmost care and empathy. #SeparationChecklist #FamilyLaw #Australia #LegalAdvice #Divorce #ChildCustody #FinancialPlanning #SupportSystem #SeparationSteps #LegalHelp
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It’s very common to be unsure about what to do next after a separation. Without a clear plan, important steps might be missed, leading to unnecessary stress. Knowing the right actions to take will help you stay organised and move forward confidently. Here is a comprehensive checklist to ensure you're on track. ▢ Legal Documents: Gather and organise all necessary legal paperwork such as divorce applications, financial affidavits, and property settlement documents. Ensure all documents are completed accurately to avoid delays in the process. ▢ Child Custody Arrangements: Create a detailed plan for parenting time and child support arrangements. Clear agreements help prevent disputes and ensure stability for your children. ▢ Financial Planning: Assess and divide financial assets and liabilities. This includes evaluating bank accounts, property, and debts. Proper planning helps in fair distribution and avoids future financial conflicts. ▢ Support Systems: Identify and secure support from family and professionals. Having emotional support from loved ones and professional guidance from legal and financial experts can ease the process. Looking for a legal team that understands the sensitivity of your case? Connect with KGM Legal today. Our expert team brings years of experience and handles each case with utmost care and empathy. #SeparationChecklist #FamilyLaw #Australia #LegalAdvice #Divorce #ChildCustody #FinancialPlanning #SupportSystem #SeparationSteps #LegalHelp
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As we navigate through 2024, it's the perfect time to reflect on life changes and how they could impact your estate plan. Have there been any significant milestones in your life recently? Births, marriages, divorces, or changes in your financial situation can impact your estate plan and how you wish to protect your loved ones. A brief call is all it takes to secure your future and provide peace of mind for you and your family. Reach out to schedule a review. This is only intended to be information and does not constitute legal advice nor does it create any attorney-client relationship with the firm. #Ravosalaw #estateplanning #wills #trusts #willsandtrusts #estateplanningattorney #estateplanninglawyer #willsandestates #estatelawyer #estatelaw #probateattorney #probatelawyer #probatelaw #massachusetts #boston #worcester #capecod #springfield #natick
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💍 What is the Marriage Allowance? The Marriage Allowance is a tax benefit that allows a spouse or civil partner to transfer a portion of their unused personal allowance to their higher-earning partner. This can reduce the overall tax bill of the couple. ✍ How to Apply for the Marriage Allowance? Apply online through the HMRC website. You’ll need both partners’ National Insurance numbers and a form of identification for the applicant (e.g., P60, payslips, or passport details). 👉 Link - https://lnkd.in/eQDt2Y95 💡 Additional Considerations If your circumstances change (e.g., income levels change, divorce, or separation), you should inform HMRC to adjust the allowance accordingly. #marriageallowance #taxallowances #marriedcouples #civilpartners #taxsavings
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Senior Solicitor at Herrington Carmichael Solicitors specialising in Wills, Lasting Powers of Attorney, Deputyship, Estate Administration and Trusts.
One of the questions I get asked the most by my Clients is the following: Can I transfer my home to my children? Whilst I appreciate my Clients concerns with regards to the payment of Inheritance Tax (IHT) and/or care fees, there are so many reasons why I advise Clients to think carefully before doing this and I list a few of these below: - If they fall out with their Children they could lose their home. - If their Children are married and the marriage breaks down, their home will become an asset of the divorce. - It could be deemed a Gift with Reservation of Benefit and ineffective for IHT purposes. - They will lose control of their home. - It could be deemed a Deliberate Deprivation of Asset for care fees and still be taken into account when being assessed for funding. This is not an exhaustive list of the considerations but highlight some of the key factors which need to be taken into account. It is so important for individuals to take advice if they are thinking of going down this route to ensure they are aware of all of the implications before proceeding so they are not caught out in the future. #gifting #transferringyourhome #legaladvice #privateclientsolicitor #herringtoncarmichael
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Question we get sometimes: what if you already have an Estate Plan with a Living Trust, but you need to make some changes to it? We classify this as "Trust Amendment", and we can totally help you out with that! Reasons you might need a Trust Amendment: 🔅Marriage or divorce 🔅Birth or death of a child 🔅Change in desired beneficiaries or trustee 🔅You make a LARGE purchase 🔅Change in asset distribution instructions For minor changes, a simple amendment will suffice, but if you need to make substantial changes - like adding a new spouse as a beneficiary, then a complete Restatement might be necessary. Regardless of what you need, we can walk you through any changes step by step. We're here for you. Call us today: (909) 982-3199.
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"I'm separating from my spouse, so when should I redo my Will?" The answer is immediately! Once divorced, your Will remains valid. However, your spouse is now treated as if they are dead. Whilst you might like that idea, this can have a serious effect on your estate. If your Will doesn't specify what happens in the event of your ex-partners death, the rules of intestacy could apply. The real danger period, however, is during a separation when the terms of your Will are still valid. You may not wish for them to benefit, but they still would. As with any changes to your circumstances, we would suggest you write a new Will as a priority to ensure the beneficiaries are who you want - and not your ex. The Financial Conduct Authority does not regulate Wills, Trusts, Estate Planning, Lasting Powers of Attorney and Inheritance Tax Planning. Photo by cottonbro studio / Pexels #makeawill #financialseparation #willsandestateplanning #financialadviceuk #validwill #divorce #spouse #separation #beneficiaries #eastbourne #eastbournebeach
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