Every
adult has the right to look after his or her own money and
affairs, however, sometimes our ability to do this, decreases
as we grow older. Whether illness, disability, or even an
accident causes this situation, there are practical steps
that can be taken to prepare for this.
If this describes your situation, or that
of someone close to you, you should consider getting legal
advice. We can help you by encouraging you to get your affairs
in order and make your wishes for the future known. This
may involve anything from writing a Will to choosing someone
to take power of attorney (legal authority to act for you)
over your financial affairs, if this is necessary.
This can considerably lighten the burden
on relatives or carers who might otherwise find it difficult
to make complicated decisions on your behalf.
Where there is not enough time to take these precautionary
steps, or if a person is already ‘incapacitated’ (unable
to handle their own financial affairs), it is usually the
relatives of the person who need advice. One of these options
is to contact the Court of Protection, which can make arrangements
for managing the person’s financial affairs.
If you are looking to make arrangements for yourself, we
will need to know certain information about you:
What we will need to know about you.
If you are getting advice on behalf of an elderly person,
we will first need to confirm with that person that they
wish to instruct us and get the appropriate information.
Once we have had a chance to consider the information, we
can explain the options to you. The options are as follows:
If you are seeking advice about your financial affairs,
we will need to know certain information about you, such
as:
 |
whether or not you have made a Will; |
 |
who you would choose to handle your affairs, if this
is necessary; |
 |
what assets or income you have; |
 |
any special wishes about how you want your property
or assets to be handled; and |
 |
whether you have a special medical condition (if so,
we will need to speak with your doctor). |
Contact Us to discuss your best course of action.
|