Estate & Will Planning Part 1

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  • เผยแพร่เมื่อ 4 ต.ค. 2024
  • In this video, Shaun Humphries of Assante Capital Management Ltd covers the key components to the estate planning process.
    In this presentation we will cover:
    The objectives of estate planning
    The estate planning process
    Tax and your estate plan
    Probate
    It's a family process
    The importance of communication
    To learn more about our wealth planning services or to view our helpful resources and free tools be sure to visit our website at:
    www.humphrieswe...
    If you would like to receive invitations to future events, please contact the office at 204.977.8022 or email jderocquigny@assante.com

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