Estate Planning in Canada | Full Guide Avoid Common Pitfalls | Full Seminar

Do you want to ensure your assets are distributed according to your wishes? This comprehensive seminar covers the essentials of estate planning in Canada. Learn about key documents, avoid common mistakes, and navigate the complexities of probate.
00:00 Basic Estate Planning Documents That You Need
06:40 How Do Estate Planning Documents Work?
16:37 What are the Types of Power Attorney?
21:33 What is Probate?
30:04 Discussion on Power of Attorney vs. Healthcare Directives
36:55 Cottage Estate Planning
55:15 Q&A Session
On April 17, 2024 we hosted a fireside chat with esteemed lawyers PJ Prendergast and Lauren Vrsnik. The purpose of the seminar was for PJ and Lauren to address common estate planning questions and actively engage with the attendees through a detailed Q&A session.
Clinton and Kevin are with Becker Orr Wealth Management and are both Portfolio Managers with Canaccord Genuity Wealth Management. Combined they have over 40 years of experience.
Have a question or want to review your financial plan? Chat with us! Visit:
www.beckerorr.com/chat-with-us