Episode 13: Wills and Estate Planning
Your Canadian Retirement Specialist
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Show Notes
Check out our master class on Retirement Planning for an in-depth look into our planning process and to apply to become a client: https://value.schillerandassociates.com/retirement
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Join Regan as he discusses many common questions around Wills and Estate Planning with Michael Klaray, a partner at Duncan Craig LLP, who practices exclusively in the firm's estate solutions practice group and is co-chair of the group. They address topics such as:
- Do you need a will?
- What is Probate?
- Taxes and Fees at time of death
Comment below with any questions or topics you'd like us to cover! And don't forget to subscribe for the latest updates
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Mutual funds and investment products and services are offered through Investors Group Financial Services Inc. (in Québec, a Financial Services firm). Additional investment products and brokerage services are offered through Investors Group Securities Inc. (in Québec, a firm in Financial Planning). Investors Group Securities Inc. is a member of the Canadian Investor Protection Fund. Commissions, fees and expenses may be associated with mutual fund investments. Read the prospectus before investing. Mutual funds are not guaranteed, values change frequently, and past performance may not be repeated.
Insurance products and services distributed through I.G. Insurance Services Inc. Insurance license sponsored by The Canada Life Assurance Company.
LIRA regulations vary provincially. For more information on LIRA in your area, please refer to your provincial government's website. Additional information on the Canada Pension Plan can be found at:
www.canada.ca/en/services/benefits/publicpensions.html.
Music courtesy of LesFM: https://lesfm.net.