WEBINAR // Estate Planning
21 June 2023

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

  • What is Estate Planning?
  • Asset Protection
    • What is it?
    • Successor Director
    • The Protector
  • What is a Will and why make one?
  • Testamentary Trusts explained
  • Blended families
  • Intergenerational wealth and your bloodline
  • Power of Attorney
  • Tax Effective Estate Planning


Estate Planning

You’ve worked hard for what you have – it’s time to protect it for the next generation.


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