The Brij Team Wealth Workshop 

Empowering through educating

The Brij Team, and Hawley Chatwal & Company LLP, Chartered Professional Accountants,

Will be hosting an informative workshop on Estate Planning

Agenda

Welcome & Introduction 

Brief overview of the workshop

Speaker introduction and participant expectations

Foundations of Estate Planning 

What is estate planning?

Why everyone needs an estate plan

Common myths and misconceptions

Key Estate Planning Documents 

Wills: Purpose, structure, and key considerations

Trusts: Types, advantages, and when to use them

Power of Attorney: Financial and medical

Health Care Directives & Living Wills

Protecting Loved Ones 

Planning for minor children (guardianship, trusts for minors)

Special needs planning

Minimizing Costs & Delays 

The probate process explained.

Strategies to avoid or minimize probate

Updating beneficiaries and titling assets

Tax-Efficient Planning 

Overview of estate and inheritance taxes

Gifting strategies and charitable giving

Digital Assets 

Managing online accounts and digital property

Security best practices for digital assets

Business Succession Planning 

Planning for family businesses

Key agreements and business transition strategies

Common Mistakes & Solutions 

Outdated documents

Not funding trusts or updating plans.

Legal Updates & Trends 

Recent changes in laws or regulations

Emerging tools and technology

Q&A / Case Studies 

Discuss real-life scenarios

Open floor for participant questions

Wrap-Up & Next Steps 

Register Below to Confirm Your Spot!