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Webinar – Essential Estate and Will Planning for Retirees
Free Webinar from Advisors With Purpose
Essential Estate and Will Planning for Retirees – Lorne Jackson
Nearly 60% of families do not have a Will in place, but there’s still time. Do you have a Will, and if so, is it current and complete? Have you selected a trustworthy executor who’s ready for the responsibility? Have you explored ways to pass on your assets to your children or heirs in a mutually beneficial manner? What about the tax implications of your registered assets – have you made plans for those? Have you considered including charitable gifts in your Will? Have you discussed your decisions with your family and made sure they understand your wishes? Our partners at Advisors with Purpose are hosting a 45-minute webinar for retirees who want to ensure they’ve covered all the bases, allowing them to enjoy life without the stress of crucial decisions looming over them.
