Don't wait until it's too late. FINANCIAL AND ESTATE PLANNING ARE CRITICAL EVEN AS EARLY AS YOUR 40'S

Financial and estate planning are two important aspects of life that should be taken seriously. While many people may believe that they do not need to worry about these issues until they are older or have accumulated significant wealth, the truth is that everyone can benefit from planning their finances and estate, regardless of their age or financial status. In fact, pre-death financial and estate planning is crucial for ensuring that your wishes are respected and your loved ones are taken care of after you pass away.

First and foremost, pre-death financial planning helps you get a better understanding of your current financial situation and plan for the future. By taking a comprehensive look at your income, expenses, assets, and debts, you can determine how much money you need to meet your current and future financial goals. You can also identify areas where you may be overspending or not saving enough and make changes accordingly. This type of planning can help you achieve financial stability and peace of mind, knowing that you are prepared for whatever the future may bring.

In addition to helping you plan for your own financial future, pre-death financial planning also allows you to take care of your loved ones after you are gone. This includes creating a will or trust to ensure that your assets are distributed according to your wishes, naming guardians for any minor children, and designating beneficiaries for your retirement accounts and life insurance policies. Without proper planning, your assets may be distributed according to state laws, which may not reflect your wishes or benefit your loved ones as much as you would like.

Estate planning is also important because it can help you minimize taxes and other expenses associated with transferring your assets to your heirs. By working with a qualified estate planning attorney, you can create a plan that maximizes the value of your estate and minimizes the amount of taxes and fees that your loved ones will have to pay. This can help ensure that your loved ones receive the maximum benefit from your estate and can continue to thrive long after you are gone.

Finally, pre-death financial and estate planning can provide you with peace of mind knowing that you have done everything possible to ensure that your wishes are respected and your loved ones are taken care of after you pass away. By taking the time to plan your finances and estate, you can rest assured that your legacy will live on and that your loved ones will be provided for. This can provide a sense of comfort and security, knowing that you have taken care of everything that you can.

In conclusion, pre-death financial and estate planning is essential for everyone, regardless of their age or financial status. It can help you achieve financial stability, take care of your loved ones after you pass away, minimize taxes and other expenses, and provide peace of mind knowing that your wishes are respected. If you have not yet started planning your finances and estate, now is the time to do so. By working with a qualified professional, you can create a plan that meets your unique needs and ensures that your legacy lives on for generations to come.

Laurelo offer a free pre-death planning service to anyone looking to get ahead and ensure their affairs are in order.

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MEET THE TEAM

Spotlight on Paul Radcliffe - Tell us more about... you interview with Probate Paul What was your first job? I worked in a video shop, yes to anyone under the age of 30 we used to have something called VHS Videos which were pre-DVD and pre-Netflix ha-ha. I worked part...

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Patrick and Phillipa Vickery (Executor)

"When you lose a parent it’s an emotionally challenging time. Finding people to genuinely help with the mountain of subsequent issues is not easy. We dealt with Laurelo who took care of our Probate. Communicative and easy to talk to, Laurelo took away a bunch of stress and handled a complex estate excellently. I have no doubt that his experience has saved my family a significant tax burden."

C Hardman (Executor)

"Well informed, helpful and efficient throughout the whole probate journey. I was particularly impressed by the speed of response when I had questions"

V Garner (Executor)

"Thank you for dealing with the probate so efficiently. I would not hesitate to recommend your services in the future."

J Jackson (Executor)

"It has been my absolute pleasure to have met Michael and for him to act on my behalf, a wonderful, professional,  caring person whose services I would recommend to anyone."

Peter Nash/Paula Cranmer (Executors)

"I would recommend Laurelo to anyone who needs good and sensible advice about the probate process at a very reasonable price."

A Wilson (Executor)

"I wouldn't hesitate in recommending Laurelo in what, at the outset felt like a daunting task, but in reality once explained to us and the burden of completing the forms taken away and completed by a professional the process was seamless."

Lorri Turner Senior Manager (Herongate Wood)

“I have always found Michael at Laurelo to be engaging, honest and supportive of the customers needs. The offer of a home visit to see clients within their own familiar surroundings further supports this. I have no difficulty in recommending their services."

G Perrett Will Protect Ltd & Executor

“Michael's professionalism and knowledge of every aspect of probate is only matched by his sensitivity and patience. He instinctively knows what to say and when to say it and I am so grateful to him for helping me navigate the most difficult period of my life so far safe in the knowledge that I could simply "park" this part of the process and leave it with him to "sort out"."

K Whittle (Executor)

“They provided a professional and emphatic approach and took all the stress away from dealing with probate. Filing the forms very promptly and the whole process was dealt with in just over a month. I would highly recommend and I again thank them for their help."

Mr. A Browne (Executor)

The pricing point is good and in line with a few others, we found however for the service we received I do not think we could have put a price on it.

We would wholeheartedly recommend Michael and his team."

John F Smith (Executor)

“I was most satisfied with the service he provided, and his gentle and considerate manner was most comforting at a difficult time in my life."

Robert Evans (Executor)

“I just wanted to express my sincere thanks to Michael for the way in which he managed the probate arrangements at what was a very difficult time for myself and the family. Whilst always professional and efficient he was very sensitive and supportive - explaining things clearly and making the whole process (which was totally new to us) that much more straightforward. It took a load off our minds and he progressed things really quickly Thank you"

Here at Laurelo, we're committed to our clients and their path to probate

Here at Laurelo, we're committed to our clients and their path to probate