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
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?
Changes to Probate Rules.
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Probate may affect your estate plans, listen to our podcast to learn more.
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.
“Hidden issues of second, third marriages and also divorce podcast” gets national exposure.
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Ever thought of what a second marriage or a divorce can do to your estate?
Hidden issues arising out of second and third marriages and also divorce
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Have you ever thought of what second and third marriages and also divorce can do to an estate plan?
Trusts – Best Practices in the New Estate Planning Paradigm
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Should a Trust be part of your estate plan? Listen to this podcast to learn more.
The Estate Planning Project welcomes: CICEA.
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Our project offers opportunities for experts to do podcasts and to be workshop speakers.
