Wills That Work – Estate Planning
August 8 @ 1:30 pm - 2:30 pm$10
Wellness In Your 4th Quarter
Wills That Work – Estate Planning// Saturday 8 August
1:30pm via Zoom
This workshop, led by Allan Swan, looks at the crucial role of wills, superannuation nominations and powers of attorney in ensuring that inherited assets benefit intended beneficiaries. Allan Swan works with private clients and their accountants, financial advisors and legal practitioners relating to the legal aspects of estate planning. Allan is also an adjunct lecturer in a university master’s program and an instructor for various professional bodies. Allan is an accredited a STEP Trust and Estate Practitioner.