The Last Act: Closing the Book on your Finances
Getting your final affairs in order is an often-overlooked component of financial planning, it’s time to change that.
Have you written a will? Or is it time to update your will? Do you know the process behind settling an estate or creating a trust? Many Canadians wait too long to make the financial decisions that matter at the end of their lives. Find out how you can act today to plan for the inevitable.
- The importance of writing a will and how to get started
- Settling an estate
- Creating a trust
- Minimizing conflict and disputes among family members
- Cutting costs and unexpected expenses along the way
- Strategies for seeking assistance
- Tax reduction strategies
