Webinars On-Demand

Determine your legacy now - costs/wealth/covid

Overview   

Dealing with the complexities of wills and trusts can be daunting, particularly for individuals with assets in more than one jurisdiction.  

What are the top estate planning mistakes that high net worth individuals make and what we can do to avoid these? This Q&A format discussion will answer this and also share thoughts on intergenerational financial planning, and how one can go about it.  

Learning objectives  

By the end of this event the participant should: 

• Understand the impact of dying intestate or with an outdated will; 

• Understand why one will may not be sufficient to cover assets in various jurisdictions; 

• Understand the importance of outsourcing the drafting of a will and the administration thereof to a professional; 

• Understand when they need to have a trust in place; and 

• Understand why it is important to think about Intergenerational wealth planning. 

Content 

  This webinar covers the following topics: 

• What is the impact of dying intestate or with an outdated will? 

• Can one will cover assets in various jurisdictions? 

• Why does it take a long time to wind up an estate?  

• Sudden wealth - a common problem with inherited wealth. 

• Outsourcing the drafting of a will to a professional. 

• What is a trust and when must you have it in place? 

• Intergenerational wealth planning.