Seven tips from the experts on writing a will

Seven tips from the experts on writing a will

This blog draws on the panel discussion I hosted a couple of weeks ago at McAuley Place – Managing Your Affairs in Sickness and in Health. My panel included solicitor Sharon Cahir and Rebecca Lloyd, Public Engagement Officer with the Irish Hospice Foundation (IHF). They had some really useful insights into making a will – both the why and the how. Don’t wait for the family gathering Don’t wait until all your children are together to have the conversation. In solicitor Sharon Cahir’s experience, getting everyone together for a ‘nice…

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In search of security

In search of security

Is there any sense occupying a family home which is now surplus to requirements? Nobody is ever obliged to sell, but there are a few benefits. However, what impact will this have on the extended family if that’s the decision you ultimately make?

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You’re invited!

You’re invited!

Due to overwhelming demand, I am hosting an interactive panel discussion next Thursday night on succession planning – and you’re invited! You’ll find details of the lineup below. I hope to see you there.

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Making your intentions known leads to a harmonious family life

Making your intentions known leads to a harmonious family life

The biggest barrier to putting a long term plan in place is down to its execution. But remember, you reserve the right to change that plan at any point in the future.

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The kick up the backside I needed

The kick up the backside I needed

One of my clients was telling me this week that the following post resonated with her at the time of writing (May 2017). Because of that, I decide to rerun it today. I’d love to hear your thoughts. Drop me an email and let me know.

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Would you move in with your elderly parents? It may just be the home of the future.

Would you move in with your elderly parents? It may just be the home of the future.

The inspiration for this week’s topic comes from Mary Condell from Sage Advocacy, one of my guests at the information evening I hosted on the Fair Deal Scheme and enduring power of attorney last Thursday week. She kicked off by asking which one of us doesn’t want to keep on living in our own home. What would your answer be?

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It’s time to consider downsizing

It’s time to consider downsizing

A 2016 ESRI report named Ireland the ‘empty-nest’ capital of Europe, highlighting the fact that Ireland has more people living in homes that are too large for their needs than any other country in Europe. As your kids fly the nest, you might be starting to recognise that feeling. Maybe it’s time to free up some cash for retirement.

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Whole-of-life insurance policy that lapses in your 60’s

Whole-of-life insurance policy that lapses in your 60’s

“We are where we are,” a client said to me with resignation recently. That phrase suggests that it just happened that way. There is nobody in particular to blame and that there’s nothing much we can do about it except get on with things. She was trying to explain how she ended up with an expensive, ever increasing whole-of-life insurance policy. Now she finds herself with the dilemma: should be cancel now or try to maintain the policy for ever more? Before you sign the dotted line, understand (all) your options.

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Consider adding terms and conditions to your will

Consider adding terms and conditions to your will

Passing wealth on to the next generation is a cornerstone of our society, yet it has the potential to go badly wrong. We need to radically change our attitudes to inheritance. In a nutshell, families need to talk more about money.
This article appears in today’s Sunday Times. Be sure to pick up a copy.

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How to ensure you are not over insured

How to ensure you are not over insured

For every Euro you spend on critical illness and life assurance, you are denying yourself an income of €4 in retirement. Insurances are necessary, but many clients I advise tend to be over-insured. Today we take a look at how this happens and what you can do about it.

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