Estate Planning

For Parents With Minor Children

One of the most common misconceptions is that estate planning is only for those very wealthy or elderly persons. In actuality, every adult should have a well defined estate plan - especially if you have people financially dependent on you.

August 5th | 11AM - 1PM | Live Webinar

August 5th

2020

11AM - 1PM

Two Hours

Amy A. Forte

Virtual Lounge

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Days

Hours

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Strategic planning for your
children's future

Join us as we tackle life's toughest questions concerning your
children's future when you are gone.

Guardianship

"Who would be responsible for your children if you pass away?"

Estate Management

"How would you ensure proper management of your assets and funds left to your minor children?"

Financial Security

"How would you continue to generate income for the care of your children if you pass away?"

Workshop Host & Guest Speaker

Join us as we tackle life's toughest questions concerning your
children's future in the event of your untimely passing.

Amy A. Forte

Insurance Advisor, Sagicor Life Inc.

As a career banker of 14 years, Amy A. Forte has always been passionate about helping people with their finances. When the bank she was working with sold their block of business in 2016, it gave her the perfect opportunity to pursue her passion and better serve her clients. Miss Forte wanted to work with an institution that has a more holistic approach to personal financial planning and Sagicor, being the leader in the industry, has provided the ideal platform for her to do this.

Andrea McSweaney McKoy

Attorney- At-Law, McKoy Torres LLP

Andrea McSweaney Mckoy is an Attorney-at-Law of sixteen years standing, and co-founder of Mckoy Torres LLP, a law partnership offering a wide range of legal services in Belize. She oversees the Belmopan branch of the firm, and practices civil litigation, estate planning and administration, and family, real estate, company, arbitration, administrative and intellectual property law.

Estate Planning

We will discuss the process of arranging for the management and
disposal of everything you own, less any outstanding debts, upon your passing.
Find out how to ensure that your wishes are honored and the people that
you care most about are taken care of.

Will

The document that contains your instructions on the disposal of your property after the time of your passing.

Life Insurance

We will discuss all the important roles your life insurance policy plays in the estate planning process.

Beneficiary

The person or persons entitled to receive a benefit from your estate under the terms of your will.

Will

The document that contains your instructions on the disposal of your property after the time of your passing.

Life Insurance

We will discuss all the important roles your life insurance policy plays in the estate planning process.

Trust

A legal document created during your lifetime, where a designated person, Trustee, is given responsibility for managing your assets for the benefit of your eventual beneficiary.

Beneficiary

The person or persons entitled to receive a benefit from your estate under the terms of your will.

Guardian

We will discuss your right as a parent to name the person that you want to be responsible for raising your children if you are unable to do so.

Trust

A legal document created during your lifetime, where a designated person, Trustee, is given responsibility for managing your assets for the benefit of your eventual beneficiary.

Guardian

We will discuss your right as a parent to name the person that you want to be responsible for raising your children if you are unable to do so.

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