Safeguarding Your Legacy: Estate Planning Webinar

In the realm of financial planning, Estate Planning is often overlooked, but its importance cannot be overstated. Join our upcoming webinar to unlock the potential benefits of professional estate planning, empowering you to protect your loved ones and secure your legacy.

Understanding Estate Planning:

Estate Planning goes beyond having a valid Will, and surprisingly, over 40% of adult Australians lack even that basic document. Crafting a comprehensive estate plan ensures that your assets are seamlessly passed to your chosen beneficiaries, potentially benefiting generations to come, all while minimising delays, taxes and frustrations.

Webinar Agenda

In this 30 minute live webinar, AGS Financial Group Director and founder Alex Berlee will guide you through the vital elements in a comprehensive Estate Plan, including:

  • The need for Estate Planning
  • Creating an Enduring Power of Attorney
  • Appointing an Enduring Guardian
  • Creating a well-informed Will
  • Strategies for safeguarding inheritances and minimising tax implications
  • Nominating a Beneficiary
  • Where to get further assistance

Don’t let the complexity of Estate Planning hold you back. Join us for this enlightening webinar to simplify the process and gain a deeper understanding of how to secure your legacy.
Take the first step towards Peace of Mind – Register today

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