...in this world, nothing is certain except death and taxes.
- Benjamin Franklin
At this month’s dinner meeting we tackle both of these as we discuss the important task of estate planning. When you’re busy living your life, the idea of facing your own mortality can be an awkward or even painful conversation. However it’s important to consider preparing for this eventuality sooner rather than later.
We have assembled a panel of experts who will be able to guide you through what issues you need to consider NOW to ensure that your wishes can be followed in the event of your death or incapacity. With the use of discussion and case studies we will break down the complex estate planning subjects of wills, powers of attorneys, taxation, the role of life insurance and how superannuation is treated upon death.
In order to protect yourself, your family, your assets and your business this is one night that can’t be missed. By the end of the evening we will leave you with a succinct to-do list and the confidence of knowing how to tackle the important task of estate planning to provide you and your loved ones with peace of mind.
Elders Financial Planning Adviser
Jessica Bell is a qualified financial planner with almost 10 years of experience servicing clients in the South Gippsland and Bass Coast regions.
She is passionate about protecting individuals, families and business from the financial effects of sickness and accident through the use of personal insurance including life and income protection cover. She believes in working with each client to find a solution that meets their needs and budget with superior ongoing service from application through to claims. Her goal is to provide personalised peace of mind!
Shelley is an experienced and qualified Chartered Accountant (CA), who was raised on a dairy farm in Lang Lang, South Gippsland. Her family has long been involved in the local communities of Lang Lang, Loch, Korumburra and surrounds and she thought it was high time she got involved as well.
Shelley loves helping family businesses and gets a real kick out of seeing them succeed (whatever success means to them).
Jenny lived in Wonthaggi and the surrounding area throughout my early years, living on the family farm and attending Wonthaggi High School.
From her first day in a law firm, Jenny became passionate about property transactions and over the years has been involved in property sales and acquisitions of a commercial, rural and residential nature.
Jenny also enjoys being involved in and have acted in a variety of other transactions including Sale of Business Agreements, Wills, Powers of Attorney, Probate and Estate matters.
The Cottage Restaurant
The Inlet Hotel
3-5 The Esplanade, Inverloch