📚 Additional Resources:
Julia Chung is CEO and Sr. Financial Planner at Spring Planning. Julia holds the Family Enterprise Advisor designation and is on the Board of Family Enterprise Canada.
Lucy Main is a Partner and Co-Chair of the Wills, Trusts & Estates Practice Group at WeirFoulds LLP with a practice that focuses on the legal and taxation issues surrounding estate and trust planning and administration.
☑️ For more info visit: www.steadyhand.com
💬 Which estate planning tip or insight did you find the most helpful? Have any wisdom of your own to share? Let us know in the comments!
🔹 Video Chapters 🔹
0:00 Introduction
2:16 The Big Picture (Key Things to Know, Wills, Powers of Attorney, Executors, Insurance)
36:35 Poll 1: Do you feel that your estate plan is up to date & are you comfortable with the plan?
38:36 Poll 1 Results
38:57 Family Dynamics (Gifting, Inheritances, Family Cottage)
51:37 Poll 2: Have you shared with your intended beneficiaries your estate plan?
52:12 Poll 2 Results
55:22 Taxes & Technical Issues (Probate Fees, Estate Taxes)
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#estateplanning #JuliaChung #LucyMain #Steadyhand #financialplanning
Read More
By: Steadyhand
Title: Estate Planning in Canada ✒️ Tips and Insights from Experts, Mistakes to Avoid
Sourced From: www.youtube.com/watch?v=PLhhO6u0_30
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