Seminar—wills and estate planning, and philanthropy

Does your Will cover off all the most important decisions for you and your family?

We’re hosting a free seminar to help you avoid uncertainty. Guest expert speakers from partner organisations Willis Legal and Forsyth Barr will provide you with practical insights and strategies to ensure your affairs are all in order and your wishes are honoured and supported.

Topics covered

• Importance and key elements of a Will.
• Enduring Power of Attorney.
• Strategies for protecting and manging your estate.
• Practical insights to help you plan and ensure your wishes are honoured.
• Getting your affairs in order and avoiding disputes during your estate wind-up.
• The importance of philanthropy and ways to be an active philanthropist.
• Gift giving in your lifetime and beyond.

Register

Speakers

Sarah Beckett

Sarah is a Partner at Willis Legal in Hastings, she specialises in private conveyancing, company law, and the management and documentation of trusts and estates—specifically estate planning, including wills and enduring powers of attorney. Her expertise ensures a comprehensive legal service tailored to individual and business needs.

Simon Bowden

Simon is head of philanthropic services at Forsyth Barr in Wellington. Simon is responsible for providing advisory services to Forsyth Barr’s charitable and philanthropic clients. He assists charity clients with best practice across a range of challenges and opportunities and provides strategic advice to clients wanting to engage in philanthropy.

Sarah Loza

Sarah is an investment adviser at Forsyth Barr in Havelock North. Sarah is registered as a financial adviser and has over 18 years of experience in the financial services industry, in corporate finance, lending, insurance, and investments.