Do you want the right money, to end up in the right hands and at the right time?
With the right estate planning financial advice from Wybrow & Associates, you can create an estate plan that ensures you take care of the ones you love most.
We focus on five things
- Looking at your exposures and risks
- Protecting your estate from challenges
- Tax effective planning
- Implementing your estate plan
- Working with an estate planning lawyer to ensure your Will and Powers of Attorney are up to date and reflect your wishes.
Which means your estate is financially secured, and you can take comfort in knowing your beneficiaries will be properly provided for and the right funds will end up in the right hands at the right time.
How we help you
With over three deades of experience in financial advice we know where estate plans can fall down.
We make sure an expert estate planning lawyer drafts your Will so it properly and adequately reflects the complexity or simplicity of your particular financial situation.
As a result, your assets are passed onto the right beneficiaries in the most efficient manner. Meanwhile, without costly challenges to your estate that rob your beneficiaries of the full value of your gifts.
Making decisions for future generations
You have worked hard your whole life.
You have created security and stability for your loved ones.
Now you want your legacy to be passed onto future generations, to ensure they’re protected and taken care of when you’re no longer here.
Which is why we take into consideration all the different elements that make a great estate plan come together.
- ownership and control of your assets
- protection of assets
- tax effective management of your assets
- tax effective transition of your assets
- the timely transition of assets to beneficiaries
- contacts with great estate planning lawyers.
All of these decisions can impact the financial legacy you leave for your loved ones, which is why we work with you, so you know your legacy will be taken care of properly.
Specialist advice
Estate planning can be complex, so we partner with specialist estate planning lawyers and where necessary an accountant, to make sure there is 360-degree view of your situation and all elements of your estate are covered.
Which means you know we are managing your estate in the most effective way. Plus, it ensures the right money ends up in the right hands and at the right time.
If you would like to know more about managing your estate, call us today for a confidential, no-obligation consultation.
