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PRESENTATION ON ESTATE PLANNING. Presented by Derek Puchert. Estate Planning . Reviewing Your Will Death or Unsuitability of Parties to will Change in personal Circumstances Beneficiary Nominations Heirs VS Legatees Change In the Law. CREDIT CONTROL. QUESTIONS?.

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Presentation on estate planning l.jpg

PRESENTATION ON ESTATE PLANNING

Presented by

Derek Puchert


Estate planning l.jpg
Estate Planning

Reviewing Your Will

  • Death or Unsuitability of Parties to will

  • Change in personal Circumstances

  • Beneficiary Nominations

  • Heirs VS Legatees

  • Change In the Law


Credit control l.jpg
CREDIT CONTROL

  • QUESTIONS?


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