Plan For The Unexpected and Protect Your Loved Ones With Wellings & Associates Advanced Estate Planning Strategies

The team of expert financial planners at Wellings & Associates are experienced in estate planning and preparing estate strategies which set out the method of disposing of your estate ensuring that your intended beneficiaries receive what you want them to receive.  We work to maximize the value of your estate by combining your home, cash, investments, car and more whilst reducing the applicable taxes and expenses involved in these financial investments.

Creating an estate plan with an experienced financial planner will remove uncertainty about the future by ensuring:

• Loved ones are appointed as beneficiaries regardless of their relation to you;
• Your debt, tax, funeral costs and other financial expenses are not left with family members but covered within your estate plan;
• Guardians are appointed for your children and dependents;
• Charities or organisations that you appoint receive financial contributions;

A well planned will is one of the most important steps you will take in your financial management and works to serve your family long into the future.  When creating a will, you will need to partner with a qualified financial planner that you can trust to work through applicable estate planning strategies and design a tailored estate plan for you and your family.  Investing in an experienced estate planner will allow you peace of mind for your loved ones.

It is important to note your will should be updated at least every three years to ensure the plan is current and reflects your wishes.  Your circumstances and financial obligations change regularly in your life including:

• You become married or divorced
• You have hildren or grandchildren
• An executor has died or moved away from you
• You no longer wish for someone to be a part of your Will
• Family members pass away
• You sell investments or items specifically listed in your will
• You receive substantial finances that impact signficantly on your estate value
• You wish to appoint power of attorneys in the case of you becoming mentally or physically incapacitated
• Your medical condition changes and you have specific medial requests
• You want to outline funeral wishes

You can rest assured the team of personable and understanding financial planning experts at Wellings & Associates will manage your estate according to your plans and requests to ensure your benefactors are treated with care and sensitivity and not left with complicated financial burdens.  Our team will assist in the smooth handover of the finances whilst offering professional advice to resolve confusion or misunderstanding regarding your estate.

Speak with a friendly Wellings & Associates consultant about our estate planning services and plan for your family’s future today.