The critical importance of purposeful intergenerational estate planning to effective family enterprise succession planning.
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Have your estate plans included your business and the transfer of wealth to other generations?
Category: Estate Planning Project
The Estate Planning Project Video #3: Sibling Estate Fights.
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Charles Ticker, Estate Litigation Lawyer and Mediator spoke of real life cases where adult children sue each other, often for years. This is a very interesting video, well worth watching.
The Estate Planning Project Video #2.
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Executors can be sued and buy insurance to be protected. Learn more about this topic by watching this video.
The Estate Planning Project Video #1: Meeting with a lawyer and dealing with an estate audit.
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Watch this video to learn about how to meet with a lawyer and deal with an estate audit.
FREE Estate Planning Workshop
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The goal for our one day event is to offer you educational workshops, opportunities to have your questions answered and connect with local estate planning experts.
Estate planning IS for everyone.
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Did you know that there can be more than 70 individual tasks associated with settling an estate?
Advocis Toronto Webinar Re-cap.
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Advocis Members: Did you miss our live July webinar? You can hear a re-cap of it here.
Facilitated Family Conversations.
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Could your family benefit from a professional 3rd party facilitator to help with important family conversations and decisions? Brian Shumak can help you with that.
Estate Planning Project: Live Webinar for Advocis Toronto Chapter
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Join us on Thursday, July 6, 2017, at 1 p.m., when Caregiving Matters Chair Mary Bart hosts a complimentary webinar to give Advocis Toronto Chapter members an opportunity to learn more about the Estate Planning Project.
The importance of communication when dealing with Wills.
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Don’t be afraid to talk about your Will.
