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Welden Financial

Estate Planning

Preparing for the day you or a loved one passes away is hard to do, but it’s a necessary part of life. The financial advisors at Welden Financial are here to prepare your estate, review your will, and set up contingencies when your health begins to decline. We can even help make the final arrangements after you or a family member passes. Read below to learn how our financial planners can help during these difficult times.

Wills & Trusts

A will goes into effect when you pass, whereas a trust immediately puts a plan into action while you’re alive. There are advantages and disadvantages to these two forms of estate planning tools. For example, a trust can pass on your property outside of probate, which means you don’t have to get the court involved. However, a will can outline funeral arrangements and dictate how taxes and debts are paid. Contact our financial advisors to learn more.


Getting remarried also means drawing up another will. This process may be simple for some, but those with children may face extreme difficultly. Sitting down with an estate planner and an attorney can help you sort out the difficult issues related to your will and remarrying.

Health Care Power of Attorney and Health Care Directive

In addition to a will, you’ll want to establish a durable health care power of attorney. This document allows for another individual to make decisions on your behalf should you ever lack capacity. Don’t wait until it’s too late—a debilitating accident could happen at any second.

Inheritance Tax

Passing on an estate is usually quite a lengthy task, which is why a professional is best suited for the task. In addition, high net worth individuals are much more likely to be required to file an estate tax return. Our financial advisors, along with a qualified legal representatives, can help affluent clients with their estate planning needs.

Life Insurance Review

Setting up or altering your life insurance can help you better understand the benefit to your loved ones. Between covering the funeral expenses and keeping your estate afloat while it’s settled, life insurance is extremely vital for high net worth individuals.


Like most divorced Welden Financial clients, you likely left everything to your spouse when you were married. Now that you’re divorced, it’s time to think about redrafting the document. We can help guide you through the entire process with an estate planning attorney, including drafting a new will, establishing new beneficiaries, naming an executor, and passing on your power of attorney.

Financial Power of Attorney

If you haven’t already established your financial power of attorney, it’s never too soon. When you’re completely incapacitated and unable to make financial decisions for yourself, a trusted individual can step in. Should you neglect to set up a power of attorney, your partner, spouse or relatives will have to go to court.

Get your estate and documents in order.