Free : Mastering Estate Planning informative talk

Join us for an informative estate planning talk at Belmont house. Host by:

Claire Edwards RN, Eldercare Consultant (not to be confused with another firm ‘Eldercare’)

• The various sources of financial support from the state towards the cost of care
• The associated assessments, their objectives and what they involve
• Triggers for residential care
• Personal wishes, best interests and DOLS

Karen MacDonald (SOLLA-accredited Independent Financial Adviser, Monetary Solutions Ltd)

• Care funding for self-funders
• Why would you want to pay for your own care?
• What should you NOT be using to pay for your own care?
• A solution that could guarantee your care costs are covered for life AND leave money in your savings

Alison Stimpson (Solicitor, Streeter Marshall)

• LPA/wills
• What to consider when making a will
• Why you need a Power of Attorney
• What happens if you don’t have a Power of Attorney

Please book via SmdyYXkgfCBhcmlhY2FyZSAhIGNvICEgdWs= spaces are limited!