Estate Planning For Life’s Journey

Estate Planning For Life’s Journey

It’s always a good time to start thinking about estate planning, the process of putting your financial affairs in order before you die.

The earlier you start, the more opportunities you will have to structure your affairs in the most constructive way. The steps you take need to reflect your needs and goals, which will be significantly influenced by your personal circumstances and age.

At Palmers, we have extensive expertise in estate planning issues, including making a will, inheritance tax planning and addressing long-term care issues.

We provide advice tailored to individual circumstances but have put together some general guidance on estate planning for some of the different stages that may occur during life’s journey, looking at:

Our Wills, Probate and Trusts Department includes members of the Society of Trusts and Estates Practitioners (STEP), the professional body for practitioners specialising in inheritance issues, and focuses on providing sensitive, constructive advice and support.

For more information on our estate planning services, please contact us.

Donna Smy

Supervising Partner, Private Client

Basildon
Helen Jago

Supervising Partner, Private Client

Rayleigh
Laura Carter

Graduate Legal Executive

South Woodham Ferrers
Lee McClellan

Supervising Partner, Private Client

Basildon
Tim Steele

Supervising Partner Private Client & South Woodham Ferrers Office Compliance Officer For Legal Practice, Training Partner

South Woodham Ferrers
Make an Enquiry

Coronavirus/Covid-19

We want to protect you and our staff from the spread of coronavirus.

We would kindly request, where possible, that you contact us by telephone or email in preference to attending personally at our offices.

If you are feeling unwell or have been in contact with anyone who is unwell, please do not visit our offices.

Where possible, please send correspondence and documentation to us electronically so that we are able to progress matters remotely if necessary. Thank you for your co-operation.