Free

FREE Estate Planning Workshop [BURDEKIN]

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Ayr Anzac Memorial Club

101 Burke St

Ayr, QLD 4807

Australia

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Are ALL your affairs in order?

Getting your affairs in order and planning your estate is more than simply making a Will. It's about arranging all the assets you've worked so hard to acquire so the people you want to take care of receive the financial support they need when it's most needed. Put simply:

Getting the right money… Putting more money in your beneficiaries pockets, eg minimising tax and social security impacts of an inheritance.

In the right hands… Passing along your assets to whom you wish.

At the right time... Dictating when an inheritance can be accessed, eg once children reach a certain age.

Getting your estate in order will give you peace of mind by knowing your family will be financially secure if something happens to you. During the workshop, we'll cover the crucial steps to take and important information to know, in order to start putting a solid estate plan in place.

This workshop will cover:

  • Wills… Why you need one, what it covers and what it doesn't cover

  • How to choose the person responsible for carrying out your wishes

  • Who to choose to make decisions for you if you aren't able to

  • How to ensure your money ends up in the right hands at the right time.

There are limited spaces for this free workshop, so RSVP as soon as possible to avoid missing out.

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Date and Time

Location

Ayr Anzac Memorial Club

101 Burke St

Ayr, QLD 4807

Australia

View Map

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