by Scott Ronalds
Last fall we hosted an estate planning webinar with subject experts Lucy Main (Partner and Co-Chair of the Wills, Trusts and Estates Practice Group at WeirFoulds LLP) and Julia Chung (CEO and Senior Financial Planner at Spring Planning). The session focused on some of the key things to consider when making your estate plan and proved to be popular. Indeed, many clients told us they wished it was extended to cover related topics.
You asked, we delivered! We recently sat down again with Lucy and Julia to discuss some of the subjects you told us you want to hear more about. The three videos below cover: (1) how to pass your wealth to the next generation, (2) probate tips, and (3) a primer on trusts.
Building your legacy: How to pass wealth to the next generation
The probate process explained: Understanding your legal rights and responsibilities
Trusts 101: A guide to understanding and creating trusts