Where there’s a will….

Wills are often funny things – we tend to leave them until later on in life and creating one can be fraught with di culties, especially in this age or large estates and blended families. Getting it right for all concerned when it comes to your nal wishes is as important as any other decision you will ever make.

When it comes to writing a will, you should take certain considerations into account to ensure your wishes are properly documented and your loved ones are taken care of. Here are some important pieces of advice for the elderly when writing a will:

 Seek professional assistance: If you are likely to have a complex estate, this is imperative. A good lawyer, experienced in estate planning can provide guidance, ensure legal compliance, and help navigate complex matters such as tax implications.

 Be clear and speci c: Clearly articulate your wishes and intentions in your will. Specify how you want your assets distributed, including any speci c bequests or charitable donations.

 Choose a reliable executor: Select someone you trust to act as the executor of your will. This person will be legally responsible for carrying out your wishes and handling the administrative tasks involved in settling your estate – and answerable if challenged from a legal perspective. They don’t have to be a lawyer; a trusted family member or two can do the job.

 Update regularly: Review and update your will periodically, especially when major life events occur such divorces, births, or deaths in the family. This ensures your will re ects your current circumstances and intentions.

 Communicate with family members: Consider discussing your intentions with your loved ones to prevent potential con icts or misunderstandings after your passing. This can provide clarity and minimise disputes among family members. Everyone knows where they stand. And why.

 Consider healthcare directives: Alongside your will, consider creating healthcare directives such as a living will or a Power of Attorney for your nancial a airs and/or your healthcare. These documents outline your medical treatment preferences and designate someone you trust to make decisions on your behalf if you become incapacitated.

Expand Your Horizons, And Keep Learning

Come along to U3A Cambridge

Only $30.00 per annum to join and for that you get monthly lectures, and the option to get involved with a special interest study group (or two) Guest lecturers each month on topics to keep your brain engaged, and socialise with other members 2nd Friday of the month, 10 for 10.30 until 12.00

Upcoming lectures:

Dr Hayden ThorneThe United States Supreme Court: Unregulated Power?

Friday 21st July, 2023

Dr Fahima SaeidRefugee journey –looking backward and moving forward Friday 11th August, 2023

Special Interest Study Groups:

We have over 38 different groups that study topics as varied as Art History, Birds of New Zealand, Philosophy and Current Affairs. These are small groups, you decide how you want to study, what you want to study, where and how often you want to meet - its up to you.

NEW: Limited Series Mini Lectures

These series of four lectures are first in first served on different topics (additional fee of $10-20 per series).