Canada Estate Planning 101 (6 Things You MUST CONSIDER!)

With the pandemic rolling around this year, estate planning became one of the most discussed topics. Many new clients I meet do not have a good grasp of what estate planning is, some are even unsure what happens when a person passes away! In this video we will discuss the basics of estate planning, what is probate, probate fee, and how daunting the task of settling an estate can be if the deceased person is not prepared! I will be showing you 6 things you must have a conversation with your family and professional NOW in order to start out with a great estate plan in Canada!

#estateplanning #canada #finance

▼ Time Stamps

[0:00] Start
[1:16] What happens when someone passes away
[4:44] 6 tools you must consider
[5:20] #1: Passwords and Docs
[6:35] #2: Will
[10:45] #3: Power of Attorney
[14:03] #4: Beneficiaries
[14:55] #5: Insurances
[15:52] #6: Trusts

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