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Shareholders’ or Partnership Agreement
The essential tool for safeguarding your business interests.
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Family Trust Deed
How to put a ring of steel around your family's assets.
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Family Trust Will
Preserving your Assets for your Family
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Memorandum of Wishes
Memorandum of wishes
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Deed of Severance
The way you co-own your home with your other half really matters.
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Advance Directive, or Living Will
Staying in control of your life choices
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Storing your Will
Keeping your Will and Other Documents Safe and Valid
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Updating your Will
Your Will is only fit for its purpose if it's up to date.
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Lasting Power of Attorney for Health and Welfare
It's your life - make sure it's you who always decides
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Lasting Power of Attorney for Property and Financial Affairs
Lasting Power of Attorney for Property and Financial Affairs - Planning Forward to Stay in Control
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Simple Will
Simple Wills are a straightforward, cost-effective way of providing an inheritance
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"We decided to seek advice about estate planning because we wanted to understand how to efficiently protect our assets and pass them safely to our children and grandchildren. We also wanted to put as much help in place for our family as possible, so as to make things as easy as possible for them when the time comes. We liked Gina’s patient and diligent manner in answering our questions and guiding us to the right solutions. Gina explained everything to us with great clarity, making concepts we were unfamiliar with accessible and clear. We particularly liked the fact that Gina came to see us in our own home without our having to make a special request; this is just the way she works. It was so much easier for us to relax and talk freely in the comfort and privacy of our home. Having put the right estate plan in place we feel that we have ticked a big box. This was something we knew we had to get round to. Now it is done and sorted and we don't have to worry about it anymore. We have also gained a clear understanding of the measures that have been put in place and why they are important. "
Matt & Betty R