Introduction To Estate Planning

WORKSHOP | Retirement and Estate Planning

Introduction To Estate Planning

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. You will also learn about wills, nominations, trusts and the Lasting Power of Attorney (LPA).

• Objectives and benefits of estate planning
• Consequences of not planning
• Considerations when planning distribution of your assets
• Intestate Succession Act
• Basic steps in estate planning
• Means of transfer
• Lasting Power of Attorney

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

3 Hours


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