Stephen Rhodes

Using Discretionary Trusts as a Protective Tool in Your Will

Using Discretionary Trusts as a Protective Tool in Your Will 10 minute read Many families benefit from more than a simple will. This explains when a discretionary trust makes sense. When most people think about making a will, they think about who they want to leave their assets to. But equally important is how those […]

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How to Protect an Intended Beneficiary’s Inheritance From Divorce

How to Protect an Intended Beneficiary’s Inheritance From Divorce 8 minute read Divorce can put inherited assets at risk—this guide explains how to plan ahead with confidence For many people, one of the most important reasons to make a will is to provide for their children or grandchildren in a meaningful and lasting way. But

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The Risk of Wasting Funds — Providing for Those in Debt or With Addictions

The Risk of Wasting Funds — Providing for Those in Debt or With Addictions 10 minute read You can still help without putting funds at risk. This guide explains how structured planning makes the difference. Making a will involves thinking honestly about the people you love, including those whose circumstances give you cause for concern.

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Providing for Disabled Beneficiaries in Your Will

Providing for Disabled Beneficiaries in Your Will 8 minute read A simple inheritance isn’t always the safest option—here’s how to provide lasting security instead. If someone you love has a disability, making provision for them in your will requires careful thought. A standard gift of money or property may seem straightforward, but for many disabled

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Providing for Children — What Is a Bereaved Minor’s Trust?

Providing for Children — What Is a Bereaved Minor’s Trust? 7 minute read Understand how to protect your child’s inheritance until they’re ready to manage it themselves. If you have children, providing for them after your death is likely to be one of the most important reasons for making a will. For parents of children

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The Complete Guide to Protecting Vulnerable Beneficiaries in Your Will

The Complete Guide to Protecting Vulnerable Beneficiaries in Your Will 10 minute read If a beneficiary is vulnerable, the wrong Will structure can undo your good intentions. Learn how to avoid it. When you make a will, you naturally want the people you love to benefit from your estate in the way you intend. But

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What Is a Deliberate Deprivation of Assets?

What Is a Deliberate Deprivation of Assets? 6 minute read Giving assets away doesn’t automatically protect them—here’s how the rules really work. Protect your Estate the Right Way– Start your Will today Table of Contents Introduction: Why This Question Matters One of the most common pieces of advice passed between family members when care home

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When Might a Trust Help Protect Against Care Home Fees?

When Might a Trust Help Protect Against Care Home Fees? 8 minute read The wrong advice on trusts can be costly—here’s how to separate fact from fiction. Plan Your Estate the Right Way – Start your Will today Table of Contents Introduction: Trusts and Care Fees: Promise, Pitfalls, and Plain Facts Trusts are among the

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Why Severing a Joint Tenancy Might Protect Your Home from Care Home Fees

Why Severing a Joint Tenancy Might Protect Your Home from Care Home Fees 5 minute read A common form of home ownership could quietly expose your entire property to care fees. Here’s how to avoid it. Make Sure Your Will Protects Your Home Table of Contents Introduction: The Hidden Risk for Surviving Spouses For most

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