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Estate Planning - Beneficiary Blow-ups

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Windermere Manor

200 Collip Circle

London, ON N6G 4X8

Canada

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I would like to invite you to an evening with tax and estate expert Peter Wouters, Director, Tax, Retirement, and Estate Services at Empire Life.

The evening will be dedicated to Estate Planning and Peter will be talking about Beneficiary Blow-ups. His talk will outline the unintended consequences of short-sighted estate planning that does not consider the big picture when it comes to avoiding probate, naming beneficiaries and setting up trusts.

I will also speak about a process called Family Assets Inheritance Review or FAIR. This is a three part process that builds awareness of the issues that affect an estate, reviews and clarifies your inheritance intentions and wishes, and provides tools and documents for your family and executors. These tools and services can help your executor minimize any disruption to families during the estate settlement.

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Date and Time

Location

Windermere Manor

200 Collip Circle

London, ON N6G 4X8

Canada

View Map

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