Thanks for adding:

Proceed to Checkout

Continue browsing


Estate Planning

Course Outline

Estate planning was once a buzz phrase reserved only for the wealthy. However, today many people are beginning to realise that estate planning is important for everyone. Anyone who has assets, no matter how small or wants their medical wishes carried out should have an estate plan. If you have no easily identifiable heirs, the lack of a proper estate plan and/or will could result in all your property ending up in the hands of the government rather than in the hands of those you designate. Your life insurance policy may clearly assign the beneficiaries of that money, but it does not account for the other assets you may have, including cash, your home, real estate, car, bank accounts, valuable collections and other belongings. Without a proper estate plan, you could be kept on life support indefinitely, or be forced to endure painful lifesaving procedures that would only serve to prolong a debilitating terminal illness. Some find the idea of estate planning morbid or negative and prefer to ignore it rather than think about it, but this is simply avoidance of the facts of life. Others take a “let's just get it over with” approach to estate planning; this is also not recommended because errors could be made when creating a “rushed” plan. Come and join Regis Gapaillard of Merlea Investments, who will delve deep into thought provoking topics (some you may not have considered) in a research-based journey into the first step in setting your future affairs in place so that you may fully focus on enjoying your life to the fullest. Topics to be addressed:
• What is estate planning?
• Why is estate planning important for everyone?
• What are the major elements of estate planning?
• Why is taking an inventory of your assets important?
• Does everyone need a will?
• What are the tax implications of estate planning?
• What do you need to know about trusts?
• How do you speak to loved ones and friends about your estate plan?
• What are charitable trusts?
• What are particular estate planning needs for singles?

About the tutor

Regis combines his passion for people and investment markets in providing retirement planning advice and portfolio management for individuals and couples who are either approaching or who are already in their post full time work years. Regis has a deep interest for the wellbeing of his clients and enjoys discussing both financial and non-financial aspects of retirement with his clients. Privately owned with its own licence, Merlea Investments has served high net worth families in Sydney and across Australia for over three decades. Qualifications: Master of Engineering and Diploma of Financial Planning.

Please note

The information in this seminar and any links/references subsequently provided, are for general information purposes only and should not be taken as constituting professional advice from Northern Beaches & Mosman College. You should consider seeking independent legal, financial, taxation or other advice to check how the information from this seminar relates to your unique circumstances. Northern Beaches & Mosman College is not liable for any loss caused arising from the use of, or reliance on, information obtained directly (or indirectly) from this seminar.

This course has no current classes. Please the waiting list.

Related Courses

Contact us

Narrabeen Annex: 1525 Pittwater Road,
North Narrabeen NSW 2101
Office Hours: 8.30am to 4.30pm, Mon to Fri

Brookvale Campus: Level 1, 14 William St, Brookvale NSW 2100
Office Hours: 8.30am to 4.30pm, Mon to Thur

Post: NBCC Reply Paid 1966, Dee Why NSW 2099

Phone: 02 9970 1000

Registered Training Organisation Code 90113