Estate Planning in Malvern East

 

Taking care of your family’s future – Malvern East estate planning tailored to you 

 

Your will is one of the most important documents you will ever sign, forming the foundations for your family’s future. At Ruth Watson & Associates, we understand that you have worked hard for the assets you have. Naturally, you want to have the final word about where they go.

Estate planning isn’t just about your will; it’s also about tidying up business structures and succession. We have partnered with a 3rd party expert who can help you to protect your family, build and protect your wealth and share assets with loved ones.

Estate planning is a complex area, but it’s a vital part of your financial plan. Ultimately, it’s all about securing peace of mind.

 

Cutting through the complexities – Succession planning that doesn’t miss a trick

It’s important to think about tax when it comes to considering estate planning. There can be numerous complicated tax issues that spring up.

It’s important to have a process in place to sets up a succession strategy that is then periodically reviewed by your financial and tax advisors.

Be wary of arrangements that offer estate planning but actually are tax avoidance schemes.