Where there’s a Will, there’s a way – Estate planning mistakes to avoid

Estate planning isn’t just for wealthy individuals, it’s for everyone! What happens to your family if you pass away without a Will or if it’s outdated? What if you are single, widowed or divorced? This session will help you get your estate plans in order. From tax considerations to choosing an executor of your Will […]

Special Life Skills Series | Tax-effective wealth and estate planning

Has the pandemic motivated you to deal with ‘incompletions’ like getting an updated will, life insurance and proper estate planning? You can pay less tax and maximize the value of your assets so you can leave more for your family and the charitable causes you care about. Mark is widely known for his expertise helping […]