Estate Planning Resources
My hand-picked selection of resources for estate planning the Panthera LIFE way. Feel free to watch, download and read, or call me to discuss your particular requirements and concerns.
Estate and Succession Planning Guides
A selection of downloadable guides on aspects of estate planning, wills, trusts, LPAs, etc. Just click to read now or download to read later.
• What if I am unable to manage my affairs?
There may be a time when you are unable to manage your financial affairs or welfare and you need someone to act on your behalf.
• Why should I make a Lasting Power of Attorney for Health & Welfare?
A health and welfare LPA will help your chosen attorneys to manage your affairs if you have a sudden accident, major surgery, or develop a major medical condition.
• What is the role of an Executor?
Why you need to carefully choose people you trust as Executors of your Will, to properly carry out your wishes.
Want to discuss your estate planning in person?
That’s fine, just contact me for your initial Discovery 30-min session.
• Generational IHT
Bloodline planning is a strategy to “keep it in the family”, whether it be assets, antiques, funds, your family home, your business or property portfolio.
• Make a Will
What happens if you do NOT get around to making a Will?
• Lasting Powers of Attorney
We take out insurance for many parts of our lives – cars, phones, homes, medical expenses. But what about “insuring” against your sudden loss of capacity to administer your own affairs?
Want to talk not watch?
No problem, just contact me for your initial Discovery 30-min session.
