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Estate planning - Tips and traps

Estate planning
Financial advice
What you will learn:
 
  • Why is estate planning important?
  • How to protect your assets                          
  • Strategies to protect vulnerable beneficiaries
  • Tailor your estate plan for blended families
  • DIY documents and homemade wills
  • Next steps

Your wishes, legal documents, laws, and loved ones – we’re here to help you navigate some of the issues that can arise. Everyone's situation is different so we’ll cover complex and varied legal strategies used within estate planning.

There will be opportunities to ask questions.

Who is this for?
This webinar is complimentary and everyone is welcome to attend, but you must register as places are limited online.

What we'll provide
After registration, you will be sent a confirmation email which will have the link you will need to join the webinar.

Duration

45 mins + 15 min Q&A

After the event:
You'll receive an email which will allow you to:

  • visit the resources page for more information and a summary of the presentation
  • request an appointment for advice
  • register for another event
  • contact us for further assistance
Estate planning - Tips and traps
ONLINE

Date and Time

May 1, 2024 12:00 PM AEST

Duration

1 hour

Presenter

Michelle Dixon

Platform

Microsoft Teams

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