Importance Of Estate Planning
(TALK)

TALK | Retirement and Estate Planning

Importance Of Estate Planning

OBJECTIVE:
Understand the purpose, importance, considerations and ways of distributing your assets according to your wishes. Also covered is distribution according to the Intestate Succession Act and the Lasting Power of Attorney (LPA).

COURSE OUTLINE
• Understanding what is estate planning
• Why do people avoid estate planning?
• What is intestacy?
• What are the unintended consequences of intestacy?
• How do we minimise the unintended consequences of intestacy?
• What is Lasting Power of Attorney?

WHO SHOULD ATTEND
• Those who want to know what is estate planning, why it is important and how it can help distribute wealth in a manner according to the deceased’s wishes. Also for those who want to learn how to plan ahead should they lose mental capacity.

DURATION
1 Hour

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