Estate planning is a way of ensuring that the assets you have worked hard to build up are passed onto the 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 passed onto the beneficiaries
- Unnecessary tax liabilities
- Benefits passing to the wrong beneficiaries
The webinar covers:
- What is estate planning
- Factors to consider when estate planning
- Testamentary Trusts and why they are beneficial
- The treatment of superannuation death benefits
- Examples of effective Estate Planning
- A Q&A component where you can ask any questions you may have on the topic.
The webinar is presented by Sylvia Liang and Darren Chinnappa both of whom specialise in Estate Planning and Superannuation
Webinar Materials
Estate planning is not just about planning for death, it also involves the consideration of how assets and financial decisions should be made when you or someone close to you loses their physical or mental capacity to make such decisions.
Get in touch below for a free initial consultation with a Nexia Financial Adviser to work through your estate planning needs in order to create a comprehensive plan to ensure your loved ones are protected for the future.
