Wills & Estate Planning
Take control of your future with our comprehensive wills and estate planning services. Use our free tools to help you create a personalized estate plan, explore the best options for safeguarding your assets, and receive expert guidance. Plan today, and ensure peace of mind for tomorrow
What is Estate Planning?
Estate planning is the process of arranging and managing an individual's assets during their lifetime and distributing those assets after their death in respect of their wishes. It involves making decisions about how one's assets (including property), investments, savings, and personal belongings, will be distributed to heirs, beneficiaries, or charitable organizations.
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Estate planning aims to minimize taxes, avoid probate (the legal process of validating a will and distributing assets), protect assets from creditors, and ensure that one's wishes are carried out efficiently and effectively. It's a crucial aspect of financial planning for individuals and families to provide for their loved ones and preserve their legacy.
It’s time to
put a plan
in place
Partnering with Affluence, we can help you understand the many benefits that can be achieved by planning ahead. Many people put off getting a will, dismissing it as something to do later in life, but it’s better to plan for all the possibilities and start now to protect your loved ones. We will provide the
helping hand needed to make those tough decisions and offer the much-needed peace of mind.
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Whether you need advice on your will or require a full estate planning service, Affluence can provide everything you need to make the process easier. Our goal is to listen and work with you to reach a solution that suits your specific needs—no generic options. With a personalized approach to wills and estate planning, we ensure you have access to the support needed to make even the most difficult decisions.
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This is a sensitive topic for many people. We understand how it can feel to start this process, so our team of advisors is trained to handle the matter with care and make sure you are listened to.
USEFUL LINKS
We understand that creating a will and planning your estate can feel overwhelming, so we’ve assembled a collection of links to guide you through each step with ease.
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From understanding inheritance laws and appointing executors to outlining guardianship for your children, drafting a legally sound will, managing probate, and protecting your assets through trusts, we’ve got you covered. We also offer guidance on planning for potential care costs and advice on how to ensure your wishes are carried out effectively.
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All brochures have been provided by The Secure Wills Company.
OUR ADDRESS
3 St Georges House, Vernon Gate, Derby, Derbyshire, DE1 1UQ
Email: info@affluencederby.com
Tel: 01332 501977
Mob: 07964927996
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