Estate Planning: Business Builders

Your estate plan is your last act of love for the people you care about. For most people that's their family and friends. But for business owners it's family and friends; but also team members, suppliers, customers and so many more.

Whether ticking estate planning off your to-do list has been something you've wanted to get done for a long time now, or you haven't thought about it at all and you're in the dark; this session is for you!

Lucy Percy, principal lawyer of local law firm Head and Heart Estate Planning is an expert in NSW and Victorian estate planning including helping people with both typical and complex family circumstances, entities or structures.

Join us for a 1.5 hour interactive Business Builders workshop where you will learn:

• What is an estate plan and why you need more than just a will;
• Why not all of your assets can be gifted in a will, and what are examples of common non-estate assets;
• Why investing in a lawyer is critical and will kit or DIY solution won't cut it;
• The power of testamentary trusts: the key to protecting your legacy against future risks;
• The additional documents business owners need to put in place; whether you are a sole trader, in a partnership, a company, or owned by a trust;
• Free actionable steps you can take in the workshop; and
• The typical process to completing your estate planning.

Workshop participants will be provided with:

• A Contingency Planning template;
• Free access for 30 days to training videos (specialist modules from Head and Heart Estate Planning paid online course);
• Q and A time;
• Morning tea; and
• a Lucky Door Prize.

On your incapacity or death is when they will need your guidance, protection and financial certainty the most. Creating a loving and secure future is easier than you think; leave feeling informed and empowered about the ability to leave a legacy of love for your loved ones.

Book your ticket and get to know Lucy by connecting via LinkedIn​ or Instagram​ ahead of this event.