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Estate Planning

Effective estate planning encompasses a range of issues. One of the main requirements is a well drafted and structured will. Watts McCray offer a range of wills that vary in form and structure, from a general will to wills that involve testamentary trusts. Our wills can be structured so that your assets yield the maximum benefit for your beneficiaries, and protect your estate from creditors, predators and unnecessary taxes.

Ongoing Management for Life

Additionally, a comprehensive estate plan will not only prepare your beneficiaries for your passing, it will include the ongoing management of your affairs during your lifetime. A careful and considered estate plan ensures that measures are put into place for the management of your financial affairs and healthcare should you lose capacity during your lifetime and are unable to make decisions for yourself. These measures include the preparation and safe keeping of enduring power of attorney and guardianship documents.

Estate Planning Should be Tailored to Your Personal Needs

When it comes to estate planning, there is no “one-size-fits-all”. It can be as simple or as complex as you choose. A good estate plan will take into account your individual circumstances, such as the size of your estate, children from different relationships, significant investments and your financial and economic needs. This is why it is important that you receive expert legal and financial advice to ensure that your plan is best suited for your particular needs.

Contact Us

At Watts McCray we take pride in working with you to devise an effective plan that will cater for your individual circumstances, and can work closely with your accountants and financial advisors to ensure the best possible plan is put in place for you and your family.

If you would like to get in touch with our friendly team for further assistance, click here.