June 2021 Family Finances Group Zoom Meeting

John Coleman writes:

Dear All,

It has been said that we’re all on a journey through life with different routes but with the same ultimate destination. Like any journey, it pays to make appropriate preparations if you want things to go smoothly. Consequently, David Bott has invited the local firm of solicitors Moore Barlow to talk to the FFG next Thursday, 17 June, on the preparations one should make to minimise the problems (and potential loss) for one’s family and beneficiaries in the event of your death.

The Zoom presentation will be given by Dan Milano and Libby Wardle, who will be pleased to take questions after their talk. Whilst it’s a grim subject, it is something that shouldn’t be ignored if you wish things to run smoothly after your passing. So please take this opportunity to listen to experts, who have sadly all too often seen the consequences of poor planning.

The precise content of the talk will be at the discretion of Moore Barlow but the following issues are likely to be covered:

  • What are the appropriate preparations for making a “smooth” exit from this life.
  • What if one is responsible as an Executor of a Will and for arranging Probate?
  • Just how complicated is it?
  • What are the common pitfalls to be aware of?

Please join the meeting next Thursday morning by clicking on the link provided by John’s email.