"An estate plan is more than just a will'"

In this masterclass you will learn:

📜 What is an estate plan, and why it is so much more than a will:
📜 Assets inside and outside your estate, this is where people learn that not everything we own can be gifted in a will
📜 Documents for incapacity and death. And why your EPA should include additional powers and conditions.
📜 Go from basic to brilliant with a testamentary trust! What are they, and who should be using one.
📜 Super: what we can and can’t do and why it matters to know
📜 How to get started and my biggest competitor in business (hint: my biggest competitor isn’t another will service company or law firm, it’s actually nothing! That is people choosing to do nothing at all).
📜 Super BDBNs- you can’t actually gift your super to whoever you want, the rules are very strict and the audience will learn what they are
📜 The options to get started- from DIY to online services to expert lawyers, learn how to identify when you might need to invest in expert advice
📜 What happens if you do nothing (the risks of doing nothing)