Things to Check On Before You Check Out

Make sure your (or your client’s) ducks are in a row before death - what documents you should check, tax considerations & more.

In this session, we cover:

• What is estate planning?

  • Why does it matter?

  • What is your ‘estate’?

  • Key people and definitions

• What happens if there is no Will?

• Actionable steps

  • Write down the basics

  • Create a Will

  • Consider appointing a Power of Attorney

  • Consider a Health Care Directive

  • Organise your Digital Life

  • Talk to Your Loved Ones

  • Planning for Business Owners

• Benefits of doing this now

Date recorded: 16 December 2024