bout WHAT WILL YOU Everything you need to know LEAVE ...€¦ · you leave behind. Making a Will is simply another way of expressing your love for family and friends, and it also

About

#MYLEGACY

You are leaving me the

support I need so that

I never feel alone

WHAT WILL YOU LEAVE BEHIND?

Everything you need to know about making a Will & leaving behind a lasting legacy

Tomorrow’s never promised#MyLegacy

#MYLEGACY

Contents

About Dougie Mac 2Making a Will 3Keeping up to date 4The Will process 6&7Leaving a Lasting Legacy 8Dorothy’s Story 10How Could Your Legacy Help? 11How do I get started? 12Legacy Checklist 13Solicitors 14&15

Tomorrow’s never promised

1More than just a donation, it is your continued support.

LAST WILL

& TESTAMENT

Your engagement ring

to your niece

(she

always did love t

o sparkle). The hou

se to

your children

, you want the

m to have a

secure future

. Your potter

y collection to

your best fri

end James. He is very prou

d

of his heritag

e.

What we leave behind

can make all the

difference to

those we care

about.

Including a don

ation to Dougie M

ac

will mean that your

legacy will bring

both comfort an

d care to peop

le in

their final day

s.

More than just

a donation, it i

s

your continue

d support.

#M

YLE

GA

CY

#MyLegacy

#MYLEGACY

Making a Will

A Will is your expression of what happens to everything that you own when you die, and can be the everlasting reminder of you and your life for the people whom you leave behind. Making a Will is simply another way of expressing your love for family and friends, and it also provides a way to help good causes which you have supported during your lifetime.

Writing a Will is: Peace of mind for you • Adequate provision for your family and friends • Knowledge that YOUR wishes will be carried out.

• If you have a family it is important to make a Will for the sake of their security. A married person may assume that his/her spouse will inherit everything after death. This is not always the case.

• If you die without making a Will, the law decides how your possessions will be divided. Your spouse may not receive everything if the deceased also left children or other relatives.

• If your children are grown up and independent you may not need to worry about them, but if they are small you need to think of the worst that could happen.

• If you wish to provide for young children or grandchildren you might consider setting up a Trust for them in your Will. This can have tax advantages.

• If you make a Will you can make it absolutely clear what you want your spouse to have or who will be a guardian for your children after your death. To leave no doubt and to protect each other, you and your partner should make separate Wills.

What is a Will? Your questions answered.

3

#MYLEGACY

About Dougie Mac

How do we support families?Douglas Macmillan Hospice has been caring for local people since 1973, both at the hospice in Blurton and in people’s own homes in Stoke-on-Trent and North Staffordshire. Dougie Mac, as colloquially known, is the only adult hospice providing palliative care and support to local people with a life-limiting illness. The aim of Dougie Mac is to deliver excellent care to people approaching end of life.

• As an independent charity with no connection to any national charities, the hospice relies entirely on voluntary donations, which includes legacies, for 75% of the £13.4 million each year needed to run the wide range of services the hospice offers.

• Over 3,500 local people benefit from our care and support services every year; 65% of our patients are living with a cancer diagnosis with the remaining 35% facing other life-limiting illnesses, such as Dementia, advanced heart failure, Motor Neurone Disease and incurable lung diseases.

• At Dougie Mac we plan to expand our community ‘Rapid Response’ service to palliative patients in crisis for whom a hospital admission can be avoided, which further underlines the pivotal part played by the hospice in the local health system. We will also be extending our ambitions on the dementia agenda to make us one of the UK’s most formidable hospices in playing an active part in helping people who are living with dementia.

• We are a modern and multi-faceted hospice determined to maintain our reputation for the highest standards of care. We hope we can rely on the support of the local community to forge a relevant and impactful place in Stoke-on-Trent and North Staffordshire.

It’s more than just a donation, it is your continued support for which we are truly grateful.

2 More than just a donation, it is your continued support.

More than just a donation, it is your continued support. #MYLEGACY

You are leaving me more time

to fulfil my bucket list and

achieve my personal goals.


#MYLEGACY

Why you should keep your Will up to date

Changes in circumstances: Moved house, changes in financial status.

If you marry, separate, divorce or re-marry you almost certainly should make a new Will because:

• Your wife or husband does not necessarily stand to benefit as you would wish, unless you have made your wishes clear in your Will.

• If you are separated from your husband or wife and living with another partner, that new partner is normally entitled to nothing, unless he or she is specifically named in your Will.

• If you are separated but not divorced from your wife or husband he, or she, if mentioned in your Will, is still entitled to the benefit of any legacy in that Will, unless you change it no matter how long the separation has lasted.

• If you make provision in your Will for your wife or husband but later get divorced, that provision will not be carried out. If you want to provide for a former partner you may need to make a new Will.

• Marriage normally revokes a Will (the only exception is where the Will is specially made in anticipation of a particular marriage) so on marriage any Will you have previously made will be null and void.

• A new job or a new house often leads to changes in your finances. It is good to review the value of your estate from time to time.

• You may also wish to consider leaving a gift to new additions to your family such as grandchildren or step children.

Why you should keep your Will up to date

4

More than just a donation, it is your continued support. #MYLEGACY 7

2. Issue means children including legitimate and adopted children (but not step children) grandchildren and great grand children etc Issue will benefit only if their parent has predeceased you. Issue benefit ‘per stirpes’ for example: Where a person who would have inherited has pre-deceased you leaving two children, that persons share is divided and passed to their children in two equal shares.

Spouse gets personal effects, first £250,000 and half of the residue. Children or

their issue* get the other half of residue absolutely at age 18

Everything goes to crown

Shared equally between the aunts and uncles of their issue (any value)

Shared equally

between them (any value)

Shared equally between the aunts and uncles of the whole blood or their issue (any

value )

Shared equally between the brother and sisters of the half blood or their issue*

(any value )

Yes

Yes Yes Yes Yes

No

No No No

Have any of your brothers or sisters of

the half blood (or their issue*) survived you?

Has any grand parent

survived you?

Have any aunts or uncles (or their

issue* survived you)?

Have any of your aunts, uncles of the half blood or their

issue* survived you?

The Will Process

6

*Notes: Your ‘spouse’ will benefit only if he or she survives you by 28 days. If your spouse does not survive you your estate will be dealt with as if you had not been married. Spouse includes any person who is registered as a civil partner, as defined in the Civil Partnership Act 2004 but not partners who live together or have never married or entered into a civil partnership.

*Notes: ‘Issue’ is a person’s children or other lineal descendants such as grandchildren and great-grandchildren.It does not mean all heirs, but only the direct bloodline.

Shared equally between them or any issue* (any value)

Shared equally

between them (any value)

Shared equally between brothers sister of the whole blood or

their issue* (any value)

Yes

No

Yes Yes Yes

No No No

What happens when you die without a Will?

Are you married or a registered civil

partner* ?

START HERE

Have any of your children survived you?

Has any parent survived you?

Have any of your brothers or sisters of the whole blood

(or their issue*) survived you?

No

Have any of your children or other issue*

survived you?

Everything goes to spouse


You are providing me with

the care and support at

a

time when I need it most.

#MYLEGACY

Leaving a lasting Legacy

• Every year 3,500 local people receive care and support from Dougie Mac, when either they or a loved one, have been diagnosed with an illness which is no longer curable. They will be facing an uncertain future after having been told the devastating news that they won’t recover.

• A donation in your Will can offer care and comfort to these people during their final days.

• Your generous gift could help to keep a person as well as possible for as long as possible. Helping them to make the most of the time they have left.

• You could give someone the choice about what care and support they receive. Whether that care is within the hospice or in the comfort of their own home.

• You could give a person the chance to share their journey with loved ones and allow them to die peacefully and with dignity.

• We understand that your family and loved ones come first when making your Will. Once you have planned for them please consider a gift to the hospice.

• No matter how big or small, leaving a donation in your Will can make a huge difference to the people and families from your community who are facing a life-limiting illness.

A precious gift of comfort and support…..

8




How could your Legacy help?

As an independent charity with no connection to any national charities such as Macmillan Cancer Support, the hospice relies entirely on voluntary donations for 75% of the £13.4m each year needed to run the whole hospice. We expect this percentage to increase as NHS funding decreases each year.

The knock on effect for hospices put simply could be: No increase in statutory funding for several years.

You can help us to continue delivering tailored, professional care to patients and their families each year and enable Dougie Mac to weave its magic across our community.

It is more than just a donation, it is your continued support, it is YOUR Legacy.

How your legacy can help us tackle tomorrow’s challenges

11

Your Legacy living on

Dorothy attended the Day Therapy Unit at Dougie Mac. It was her wish to spend the last few days under their care. Her family saw her treated with great respect, tenderness and unconditional love with care that they will never forget.

Dorothy’s family explain the importance of making a Will and to consider leaving a gift to the Hospice.

It was Dorothy’s wish that she left a gift to the Dougie Mac in her Will because she wanted others to experience the care and attention that she and her family had received.

Consider Dougie Mac when making your Will to help them to continue to deliver the excellent care to people in their final days and support their families in the future.

More than just a donation, it is your continued support.

Dorothy’s Story

10


Our checklist has been created to ensure you know exactly what you need to consider when making a Will and leaving a Legacy. Consider who you wish to inherit your possessions as well as the value.

13

Legacy Checklist

Your handy checklist

Possessions

House, furniture, car £

Jewellery, paintings, antiques £

Financial assets

Savings, cash, stocks & shares £

Insurance, policies, pension benefits £

Total assets and possessions £

Deduct what you owe

Mortgage, bank loan, HP agreements £

Credit Card debts, Other debts £

Total debts and liabilities £

Total net value of your estate

(total of assets, less total of debts & liabilities) £

People or organisations to benefit Share of Estate Specific Sum Specific Item

* Douglas Macmillan Hospice,Barlaston Road, Blurton,Stoke -on-Trent ST3 3NZRCN:1071613

*If you would like to leave a gift to Dougie Mac please provide details as shown above to ensure your gift comes to your chosen charity and no other charity with a similar name.

How do I get started?

Making my WillGetting started:

1. Use our checklist overleaf to make a note of all your assets.

2. Decide who you would like to benefit from your Will.

3. Choose a solicitor (listed on page 14 & 15) and contact them directly to make an appointment.

4. Contact us at the hospice to obtain your voucher in conjunction with our *Make a Will month Campaign. (*See back page)

5. Contact your chosen solicitor to make an appointment.

Our team at the hospice is always delighted to help with any questions you may have.

It is more than just a donation, it is your continued support, it is YOUR Legacy.

12

More than just a donation, it is your continued support. #MYLEGACY 15

Discount all year round Hospice connection Make A Will Month in May

Symbol KeySupporting Solicitors

14

Supporting Solicitors 2020ALSAGER Woolliscrofts AlsagerMark DeavallTel: 01782 344308

ASHBOURNE Nigel Davis SolicitorsRachael HolmesTel: 01335 346772

BADDELEY GREEN Clowes & Co.Sarah DeanTel: 01782 444204

BIDDULPH Charltons SolicitorsSteph MierzwaTel: 01782 522111

BURSLEM Myers & CoSusan HallTel: 01782 577000

BURSLEM Nowell MellerChelsie CookTel: 01782 813315

BURSLEM Walters & PlaskittJulie HisseyTel: 01782 819611

CHEADLE A H Brooks & CoGill HarrisonTel: 01538 754253

CHEADLE DicksonsMaureen DoddTel: 01782 262424

CHEADLE Eric Whitehead PartnershipsNicholas James JohnTel: 01538 755761

CREWE Hall Smith WhittinghamAlison GreatbanksTel: 01270 212000

CREWE Hibberts LLPGemma AmbroseTel: 01270 215117

CREWE Lynne Thornton SolicitorsLynne ThorntonTel:01270 567987

ECCLESHALL Bowcock & PursaillRobert FearnleyTel: 01785 339514

HANLEY Beswicks LegalChloe RobinsonTel: 01782 205000Quote code: DMH50

HANLEY Bowcock & PursaillRobert FearnleyTel: 01782 200000

HANLEY DicksonsAdele BaskervilleTel: 01782 262424

HANLEY Leadbeater & KayGrace WebsterTel: 01782 201933

HANLEY Lichfield ReynoldsNatalie WhitmoreTel: 01782 289122

HANLEY Tinsdills SolicitorsDavid BowenTel: 01782 262031

HANLEY Woolliscrofts SolicitorsLaura WatsonTel: 01782 204000

HARTSHILL SalmonsJanet FarrellTel: 01782 639827

LEEK A H Brooks & CoGill HarrisonTel: 01538 383201

LEEK Bowcock & PursaillTim BaileyTel: 01538 399199

LONGTON ChesworthsSteve BodenElisa BallTel: 01782 599992

LONGTON Lichfield ReynoldsNatalie WhitmoreTel: 01782 313212

LONGTON Young & CoClare DawsonTel: 01782 339200

LONGTON Smith PartnershipLuke SmythTel: 01782 324454

MARKET DRAYTON Graham Withers & CoKatie ArrowsmithTel: 01630 657222

MARKET DRAYTON Onions & DaviesChris MilneTel: 01630 652405

NANTWICH Bowcock CuerdonKaren HydeTel:01270 611106

NANTWICH Hall Smith WhittinghamAngela LewisTel:01270 610300

NEWCASTLE Advantage Law Inc Brown & CorbishleySue CarrollTel: 01782 717888

NEWCASTLE Beeston ShentonJuliette CarterTel: 01782 662424

NEWCASTLE CooksDianne E SumnerTel: 01782 713755

NEWCASTLE Knights plcJenny HampsonTel: 01782 619225

NEWCASTLE Tinsdills SolicitorsRachel ManbyTel: 01782 612311

NEWCASTLE WhiteheadsJim MurphyTel: 01782 615278

PENKRIDGE Cheethams SolicitorsLouise CheethamTel: 01785 714761

STAFFORD Jackson Perry Legal ServicesJulie PerryTel: 01785 255010

STAFFORD Mark Redler & CoLouise McCannTel: 01785 256445

UTTOXETER Bowcock & PursaillRobert FearnleyTel: 01889 598888

UTTOXETER Cowlishaw & MountfordPaul HopkinsTel: 01889 565211

UTTOXETER Nigel Davis SolicitorsMarie BaggaleyTel: 01889 567719

HOME & HOSPITAL VISITS Just Wills & Legal Services Sue Osborne

Tel: 07971 496825

TUNSTALL WoolliscroftsJo BeggTel: 01782 577246

NANTWICH Hibberts LLPAnne WalleyTel: 01270 624225

NEWCASTLE SalmonsNick MasonTel: 01782 621266

SANDBACH Tinsdills SolicitorsStephanie LeadbetterTel: 01270 761111

SANDBACH Dixon Rigby KeoghSimon MastersTel:01270 766550

STAFFORD Pickering & ButtersWill JohnsonTel: 01785 603060

STONE Woolliscrofts SolicitorsRay BasnettTel: 01782 204000

PROBATE SERVICE ALSAGER Marshall & Co Emma MarshallTel: 07976 555119

Fixed probate rates

LEEK Tinsdills SolicitorsEmma MarrowTel: 01538 399332

SMALLTHORNE Walters & PlaskittJulie HisseyTel: 01782 819611

TRENTHAM BUSINESS QUARTER RJS SolicitorsRob BaileyTel: 01782 646320

WOLSTANTON WoolliscroftsMark DeavallTel: 01782 344308

#MYLEGACY

You are leaving me pain

free hours to cherish

with my family.


#MYLEGACY

Make A Will Month Campaign. Month of May onlyThroughout May you are invited to have your Will written or updated by a local solicitor who is taking part in the Dougie Mac Make A Will Month campaign and will waive their normal fee in exchange for a voluntary donation (the average cost of a Will is £125) to the Dougie Mac.

Contact us at the hospice on:

Email: [email protected] or

Tel: 01782 344308 to request your free voucher. Once received, look up a solicitor on pages 14&15 who has the feather symbol next to them. This means they are taking part in the special offer in May. Contact them directly to make your appointment.

Thank you for your support...

Special Offer

About

Douglas Macmillan HospiceBarlaston RoadStoke-on-Trent

ST3 3NZ

www.dmhospice.org.uk [email protected]

Tel: 01782 344308

RCN: 1071613


#MYLEGACY

bout WHAT WILL YOU Everything you need to know LEAVE ...€¦ · you leave behind. Making a Will is simply another way of expressing your love for family and friends, and it also

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