Estate Planning

by Scott Ronalds

Estate planning can be a daunting task, yet it’s hugely important. You’ve worked hard to build your wealth and standard of living and owe it to yourself to make sure your wishes are fulfilled both before and after you pass.

Wills, executors, powers of attorney, insurance, and probate fees often come to mind when the topic is broached. But estate planning goes deeper, covering issues such as family dynamics (marriage breakdowns, blended families, cottages), gifting, and tax planning, among others.

Join our host David Toyne and subject experts Lucy Main (Partner at WeirFoulds LLP) and Julia Chung (CEO of Spring Planning) as they discuss the ins and outs of estate planning in plain English, while also offering valuable tips and insights.

The webinar is the next in our Steadyhand Café series and will take place on Wednesday, October 12, at 10:00am PT; 1:00pm ET. Both clients and non-clients are welcome to attend. We anticipate this will be a popular event so register today!

(Note: if you register but are unable to attend, a recording will be made available in the days following the session.)

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