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.

Estate Planning Services in Malvern East