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.
You’ve worked hard for what you have – it’s time to protect it for the next generation.
WEBINAR - Registration Essential
15th August 2025 - 12:30 - 1:30.p.m
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.
WEBINAR - Registration Essential
8th August 2025 - 12:30 - 1:30.p.m
Thinking about using your super to invest in property? Join our expert-led webinar to explore how a Self-Managed Super Fund (SMSF) can help
you build long-term wealth through property investment.
WEBINAR - Registration Essential
1st August 2025 - 12:30 - 1:30.p.m
Join our free webinar, SMSF: Is It the Right Investment Strategy for You?, to explore how a Self-Managed Super Fund can help you
take control of your retirement in today’s changing economic landscape.