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).

• What are the objectives and benefits of estate planning?
• What are the consequences for not planning?
• What are the key considerations in estate planning?
• What are the distribution rules of distribution under Intestacy Succession Act?
• Basic steps in estate planning
• Tools used in estate planning?
• What is a Lasting Power of Attorney?

• 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 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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