Tips, Tools, and Takeaways to Help You Plan, Build, and Secure Your Wealth.

Avoid These Estate Planning Mistakes (Part 2)

Join us for part 2 of our conversation with Colin Ritchie where we talk about common estate planning mistakes. In this episode the specific issues we will be discussing includes: 

  • Not enough clear instructions in the will
  • Not properly dealing with life insurance policies or larger registered plans
  • Not enough tax and succession planning
  • Not putting enough planning into blended family situations, particularly with children from multiple relationships. 

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WealthSmarts
WealthSmarts

Gain the financial capabilities & confidence to achieve the goals that matter to you. In each episode we dig into the truth behind finances & money, giving you the empowerment you need to make the right decisions when it matters most.

This is WealthSmarts, where you will gain the financial capabilities & confidence to achieve the goals that matter to you. Now here are your hosts, Richard and Matt.

Learn more at https://wealthsmart.ca/

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