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 Wealth Advisory

Accounting : 47 High Street, Bendigo VIC - Wealth Advisory: 147 Queen Street Bendigo
PO Box 401, Bendigo VIC 3552

ABN: 26 625 235 216

Wealth: John Archibald and Red Lion Wealth Advisory
are authorised representatives of Red Lion Wealth Services.
ABN: 19 646 760 152 AFSL: 529637. Office Location:147 Queen Street Bendigo Vic 3550