Understanding your legal documents is essential. In this blog we explain the key legal terms used in estate planning.
Using a stationery form to write your Will may seem like an inexpensive option. Our team regularly review handwritten Wills that contain minor (and major) errors that mean they are not valid or – worse still – don’t have the effect that the Will maker intended. Literally not worth the paper they’re written on.
Estate Planning Consultant, Lisa Carr, offers practical advice for avoiding a legal claim where family members have fallen out and are excluded as a beneficiary.
What does STEP membership mean for Carisma Wills’ clients? STEP member profile The Society of Trust and Estate Practitioners, known as STEP, is the global professional association for practitioners who specialise in family inheritance and succession planning. STEP works to improve public understanding of the issues families face in this area and promotes education and high…