Estate Planning

Simply Life

Looking after your loved ones

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Professional estate planning can give you peace of mind that your wishes are met, and your loved ones are looked after in the way you want, in the event of your death.

Estate planning often brings up visions of the wealthy battling over inheritances, but in reality, every adult needs a solid plan in place describing what should happen to their children and assets after they die. There are many benefits that come from professional estate planning:

Keep control of your legacy
Protect your assets for generations to come
Remove the burden from your loved ones
Ensure your hard-earned money stays in the family
Mitigate unnecessary inheritance taxation

Age Connects Morgannwg have partnered with Simpsons Solicitors to provide a comprehensive and trusted estate planning service. Services available from Simpsons include Will Writing, Trust Wills, and Lasting Power of Attorney.

We can arrange a free initial consultation without any obligation for these services, just fill in the form for a call back.

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Estate Planning

Will Writing

A Will is a vital document, it tells everyone what you want to happen to your money, possessions, and property after you die. They make it so much easier for your family and loved ones to manage your affairs.

If you die without a will, there are certain rules which dictate how your money, property or possessions will be allocated. This may not be the way that you would have wished your estate to be distributed.
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Trust Wills

Whereas a Will sets out how you want your estate to be distributed after your death, a Trust is a way of controlling your assets for your chosen beneficiaries, either during your lifetime or after your death.

When writing a Trust you can decide what each beneficiary should have or let the trustees have discretion over how and when they distribute funds. A Trust can be useful in many scenarios including protecting against care home fees and passing inheritances to children.
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Lasting Power of Attorney

A Lasting Power of Attorney is a legal document where one person gives another person the right to make decisions on their behalf. They are needed when you want someone to act on your behalf in financial or medical decisions.

You can only set up a Power of Attorney while you still have the ability to weigh up information and make decisions for yourself, known as 'mental capacity' - so it's worth getting advice at an early stage.
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Our Partner

For these services we have partnered with Simpson Solicitors, who specialise in all aspects of Estate Planning. They understand that discussing death and the issues surrounding it is not an easy topic of conversation and making a Will is not something you will look forward to arranging. Simpson Solicitors will make this experience as pain free and straight forward as possible. Their advisors are friendly, approachable and dedicated to taking the weight of these difficult subjects off your shoulders.