Quarterly Business Lunch: Estate Planning Seminar – Creating Certainty
On Tuesday, 21st May 2024, we held our Estate Planning lunch seminar at Leonda by the Yarra on this important topic. Our special guest presenters were Jennifer Dixon and James Dimond, Practice Leaders at Moores.
The seminar focused on a range of Estate planning topics, including Wills, the Significance of Asset Ownership, What assets are covered, roles and applications of Powers of Attorney, Superannuation, Estate Disputes and Elder Financial Abuse.
This seminar was extremely popular, and the feedback was excellent. Everyone appreciated the opportunity to attend such a valuable and insightful presentation.
Estate planning is a complex area, and it is essential to review your estate plan on a regular basis.
