Aston Ryan Malcolm, Accountants, Auditors, Financial Advisors, Victoria

Estate Planning

 

Most people believe estate planning is simply making a will, however there is a lot more involved in organising your financial affairs should something happen to you, ensuring your assets are distributed and administered in the most effective manner.

It is important that you have a will and regularly update your will for the following reasons:

to reflect your wishes to protect your dependents to preserve your assets; to appoint an executor                          to give you peace of mind

Estate planning main aims are: to try and avoid the likelihood of any next of kin suffering financially to minimise the level of tax paid on your estate to minimise the risk of family squabbles about who gets what

ARM Financial Advisors can assist you with all your Estate Planning requirements, call us on 9551 2822 or email to arrange an appointment.

ARM Financial Advisors Pty Ltd is a Corporate Authorised Representative (255739) of Premium Wealth Management Ltd (237498) (Australian Financial Services Licence No 237498)