Wealth Advisory

Estate Planning

Estate planning is much more detailed than simply making a will. It involves orchestrating your estate to ensure that your wealth is passed into the right hands, in the most financially-efficient and tax-effective way possible.

What do I need to consider when assessing my estate planning needs?

  • Do you have an effective, current Will?
  • Do you believe you may require the creation of more complex trusts within this Will?
  • Do you have susceptible beneficiaries with special needs?
  • Will there be enough money to satisfy your family’s needs in the future?
  • Have you considered any tax or other implications of your estate planning arrangements?

These are just some of the issues Australians are faced with every day when considering their estate planning needs. If you answered yes to any of these questions, you should contact your financial planner for advice on developing your own estate plan that works for you and your family.

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Red Lion Advisory Pty Ltd

47 High Street, Bendigo VIC 3550
PO Box 401, Bendigo VIC 3552

ABN 48 625 234 942

John Archibald, Lucy Hateley & Red Lion Wealth Advisory are authorised representatives of Lonsdale Financial Group Ltd
ABN: 76 006 637 225 AFSL: 246934.

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