YMCA – Wills and Trusts (Jan)
Booking: 01737 222859
Wednesday 13 January – Wills and Trust Webinar via Zoom
Philip Warford will be presenting our Wills and Trust seminar together with YMCA East Surrey.
Philip will discuss the reasons why it is essential to have a Will in place, but in many cases it is not enough. An example of this is by leaving a sum of money to a disabled or vulnerable person this could impact their entitlement to means-tested benefits.
To solve this problem, families are shown that they can consider leaving money for a sibling or close family member to ‘look after’ on their behalf and the safe way to do this is through a Trust.
Philip will explain how loved ones can protect means-tested benefits and have financial security for their child through the different types of Trust options available and as well as a Letter of Wishes.
Areas covered in this seminar are:
- How you can protect a disabled person using Wills and Trusts
- The choice of Guardians for minor children
- The choice of Executors and Trustees
- The use of Letters of Wishes
- Making Gifts in a Will
- When should you set up a Trust
- How to protect means-tested benefits
Location: Webinar via Zoom
To book please contact 01737 222859