Estate planning is critical to ensure your assets pass to your intended beneficiaries.
A well-considered estate plan can provide you with certainty and a peace of mind as an effective estate plan facilitates getting the right assets, into the right hands, in a tax effective manner.
Failure to have a proper estate plan in place may result in:
- A reduction in the wealth pass to future beneficiaries
- Unnecessary tax liabilities
- Benefits passing to the wrong beneficiaries
Our webinar will cover:
- Why is an Estate Plan so important
- Estate vs Non-Estate Assets
- What is a Testamentary Trust
- Superannuation and Estate Planning
- Philanthropic giving
- Case studies
