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Case Studies
Whatever your goals, we offer intelligent, expert solutions which are tailored to your particular needs. The following case studies describe a variety of situations where we can help you avoid costly mistakes:
Care Fees, Mental Capacity, Wills and Powers of Attorney

Joyce and Robert are in their early seventies. Joyce has recently been diagnosed with a first stage of senile dementia, but still has her ‘good days’. They have not kept their wills up to date and have heard from friends that a ‘Power of Attorney’ might be advisable to enable Robert or their daughter Claire to assist Joyce with her financial affairs. Is Joyce still able to make a will and give a Power of Attorney? Should they worry about the future cost of residential care?

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What should I do next?

These are just a small selection of instances where you should obtain expert advice before taking action. Our strength is in analysing your position, recognising any pitfalls and providing creative and thoughtful solutions that suit your circumstances. For further information contact trusts@lanesmithshindler.com or telephone 0845 658 48 48.

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