What would happen to your assets and family if you became incapacitated or died – tomorrow?

Unfortunately loss of capacity and death can strike at any age and at any time. It’s important to be prepared! But how do you go about this?

Blue Chip Wealth Management invites you and your family to our next boardroom lunch on the topic of Estate Planning on Wednesday 14 September. Our special guest, Anthea McIntyre, Director and Principal at McIntyre Legal Pty Ltd is an expert in estate planning with over 15 years experience and will explain in clear English what it is you need to consider when preparing a comprehensive estate plan.

Can you answer the following questions?

• Do you have a Will, enduring power of attorney and an appointment of an enduring guardian? If so, are those documents up-to-date? Does your Will provide for outright gifts or testamentary trusts?

• Have you also planned for assets which fall outside of your estate such as superannuation and family trusts, or a business you own and operate?

• Is anyone likely to challenge your estate when you die. If so, are there any steps which can be taken now to provide greater protection to your estate?

If not, don’t worry! Anthea will be covering these points and more at this lunch event. She will also be able to answer any questions you may have regarding your personal circumstances.

Seating is limited, so to book your seat at this lunch please click the button below and fill in your details. Please also register the names of any family or friends you wish to bring along.  This will help us get a better idea of our seating arrangements, catering requirements and any last minute preparation required for the event based on your response.