Many people believe that if they have a valid Will they also have an estate plan, but this is not so. While a Will outlines
where the deceased individual's assets will be distributed, it does not include various other documents and directives that are available.
While a will is a legal document, an estate plan is a collection of legal documents. More specifically, they often including a
will, trusts, an advance directive and various types of powers of attorney.
An estate plan can handle other estate planning matters that can’t be covered in a will too.
It's common to hear people say that wills are for the 'normal' person and estate plans are for the wealthy. However, this couldn’t be
further from the truth. No matter how large an estate you have, there are always important bases to cover. For example, you’ll want to
plan your power of attorney, property transfers and beneficiary designations on your insurance policies, retirement accounts and more.
WHAT WE'LL COVER
You’ve worked hard for what you have – it’s time to protect it for the next generation.
Managing your personal expenses in the face of the rising cost of living. We run through a live demo of our detailed 12-month personal budget worksheet so you know how you can effectively use this tool yourself.
WEBINAR - Recording
The best retirements are those planned well in advance. Because when it comes to designing the life you want, age should never be a limit.
In this expert-led webinar, we’ll walk you through the essential strategies to help you create a financially secure and fulfilling
retirement - on your terms.
