Estate planning is a decision-making process that’s designed to ensure your assets are transferred to your beneficiaries in accordance with your wishes at the time of your death.
While a legal ‘Will’ typically forms part of an estate plan, a comprehensive estate plan takes into consideration other factors such as Powers of Attorney, guardianship of any affected minors, and how to structure the transfer of your assets to your beneficiaries in a tax-effective way.
Estate planning can be an uncomfortable topic of conversation for some, however preparing an effective estate plan now can help to avoid potential disputes in the future and provide certainty and clarity for those left behind at the time of your passing. This can be reassuring for those you care for during what can already be an emotionally upsetting time.
At Walker Financial Solutions, we can help you to set up an effective estate plan with a legal will that will ensure your assets are distributed according to your wishes.
We understand the subject of your passing may be a delicate and difficult discussion for those you hold dear, however, it is important that your beneficiaries are aware of your wishes. As your financial adviser, we’re here to guide you through the process and create an effective estate plan that’s tailor-made for you.
To find out more, please contact us.