Welcome to our Estate Planning Service page.
What is Estate Planning?
What is an Estate?
Nearly everyone has an estate. Your estate is comprised of everything you own, your car, home and other properties, savings, investments, life insurance, furniture, personal possessions.
No matter how large or how modest the estate might be, generally everyone has an estate and no matter how big or small your estate is, we all have something in common.
“You cannot take your estate with you when you die.”
Estate Planning Services can help you to prepare for your Death
When Death happens you probably want to control how the things in your Estate are given to the people or organisations that you care about most.
Writing a Will & Estate Planning Services
To ensure that your wishes are carried out, you need to provide instructions stating who the people are that you want to receive the various different parts of your estate and what it is that you want them to receive. You can also choose when you would like them to receive it.
You would, of course, want this to happen with the least amount to be paid in taxes, fees and costs.
Being prepared for your death, making a plan and naming who you want to receive your things after your death and who will inherit your Estate, is part of our Estate Planning Services.
However, our Estate Planning Service offers much more than that.
Our Estate Planning Service also includes:
- The naming of a guardian and an inheritance manager for minor children.
- Instructions for your care if you become disabled before you die.
- Provision for family members with special needs without disrupting government benefits.
- Provision for loved ones who might be irresponsible with money or who may need future protection from creditors or divorce.
- Great Funeral Planning
- Family & Asset Protection
- Help with Inheritance Tax
Estate Planning Services for All Ages
Our Estate Planning service is not just for “retired” or “elderly” people. It is true that people do tend to think more about their death and their Estates, the older that they get, however it is not easy to predict how long we will live, and accidents and illness can happen to people at any ages. Therefore you are never too young to benefit from good estate planning services.
If something was to happen to you tomorrow, how prepared are you and what will happen to your Estate?
Estate Planning Services for All Levels of Wealth
Estate Planning is not just for “wealthy people,”. It is true that people with more wealth, do often think about how to preserve it, however good Estate Planning can often mean more to families with modest assets and wealth as they can afford to lose less of their wealth.
If you had to go in to a care home tomorrow how would you pay?
Free consultation to discuss our Estate Planning Service, and how we can help…
Should you wish to speak to a specialist consultant in Wales or the South West of England, to discuss your Estate Planning requirements or any of the financial & legal products or services that we offer please get in touch, or please complete the online contact form:
Our financial & legal products and services:
Wills | Family Asset Trusts in Wales | Prepaid Probate in Wales | Funeral Plans in Wales | Lasting Powers of Attorney in Wales (Welsh LPA’s) | Business Lasting Powers of Attorney in Wales (Welsh Business LPA’s) | Severance of Tenancy in Wales | Protective Property Trusts in Wales | Inheritance Tax Help in Wales.
The Estate Planning Service page is written “By Chris Dyer” from Wills, Trusts & LPA’s Wales.