I expect this to bring extra income to my business….

Good presentation. I expect The Asset Protection Strategy will add value to what I can offer clients in the future. I expect this to bring extra income to my business.
by Rudath Kapugeekiyana, Course Date: 3.11.10

Excellent Presentations……………..

Generally a very good course, well structured. Very clear content and easy to understand, good member participation. Excellent presentations.
by Lauren Butterworth. Course date 3.11.10.

Very Comprehensive Course…….

Very comprehensive course run at a fast pace and the information before the course was invaluable. I will take this with me and introduce it to my clients as I feel I will get more clients and increase my business.

The workshop was excellent……

The workshop was excellent. Very well presented and informal. There is alot of information to take in, but very relieved that there is a helpdesk. I can think of at least 10 people would benefit from this service. Great Service!!!
By D. Woodhouse. Course date: 19th October 2010.

A well positioned and professionally delivered presentation……

A well positioned and professionally delivered presention focusing on an area that clients are genuinely concerned about. The course has given the skills & technical knowledge to assist my clients with their Will & Trusts.

Very pleased with the pace of this day……..

Very pleased with the pace of this day. The presentation, for me was clear and precise and answered many questions as it went along.

The knowledge and awareness was very obvious as well as being very encouraging.

By S. Hazell. Course Date: 19th October 2010.

Very informative, very relevant……..

Very informative, very relevant and very structured session that will enable financial advisors to get back in contact with their clients and book more business. Thanks very much!
by Mimi Pagsibigan – Course Date: 6th October 2010

Great Day…..

Its been a great day, we will change our process in order to raise Wills & Trusts as a first issue rather than an add on. Thank for setting this out in such a clear way.
By Justin Bharucha – Course Date: 6th October 2010.

Well worth the investment…….

Absolutely brilliant day, well worth the investment. I have little doubt that utilising this process will add value to my business, and potentially transform my business spilt from 80% mortgages and protection to 80% protection and wealth. A pleasure!
From: S. Newsome course date 6th October 2010.

Last Will and Testament Interesting Facts….

The shortest Legal Will Ever….

To date, the shortest valid Will in the world is attributed to Karl Tausch of Germany, who simply stated “All to wife” in January of 1967.

Longest Will Ever….

Although American housewife Frederica Cook did not have many possessions, she still managed to write an extremley Long Last Will and Testament. When she was finished, her final wishes and goodbyes totalled 95,940 words-a length comparable to a novel. The bulk of her Will contained farewells, best wishes, and other words to her family, friends, and even enemies. At probate, the Will was not read.

Rejected Donations….

When actress Vivien Leigh (from Gone with the Wind fame) prepared her Will, she left her stunning eyes to an organ bank. The were unforutnately rejected because at the time of her death, she had suffered from tuberculosis.

Oldest Found Last Will and Testament….

The concept of a Will dates back to ancient days. In the past, the word ‘Will’ was used to specify real estate left to others, while ‘Testament’ was used to identify the personal belongings that one wished to leave to loved ones and friends. Today, the word ‘Will’ is used to refer to anything (real estate or personal pocessions) that is left behind by another. The oldest document that represents a Will was discovered by an archaeologist named Sir Flinders Petrie during an excavation in a tomb in Egypt. The tomb dated back to 2500 BC.

Roman Influence in Documenting Final Wishes…

During the 1st century, the Romans are credited with using the Will as a legally binding document. The ancient Romans acknowledge that the inheritance of property or goods could not occur unless the items in question belong to an individual and not a group or to the state. Thanks to Roman lawyers, the ‘Living Will’ was born.

During those times, a middleman (called a Familae Emptor) acted as the executor. For example, a husband would execute a fake sale of his estate to a middleman who would promise to let the husband keep his real estate for the duration of his life. When the husband died, the middleman ‘owned’ the estate and was responsible for distributing it according to how the deceased wished.

This practice allowed the direct transfer of goods from a dead person to the living. The Romans deemed this necessary to appease religious and legal obstacles. The dead no longer possessed any rights and as a corpse, the Romans believed that their possessions became property of the gods. The middleman was a way for ‘sold’ goods to remain amongst he living. Eventually, the Romans abandoned the use of middlemen and started to recognize that the testament of a dead man could be followed without angering the gods.