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Family Asset and Inheritance Review for Executors

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Boardroom-Evergreen Senior's Centre Guelph

685 Woolwich Street

Guelph, ON

Canada

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Being named an Executor is a great honour. It most likely says something about the type of person you are and your attention to detail. That is why it is essential that you attend this session sponsored by Trevor Wright of Wright & Associates Financial Services.

As an Executor you have unlimited personal liability when you take on the responsibility of settling the Will. You are accountable to all of the beneficiaries in the Will and the Province of Ontario. You may have to work with up to 18 different professionals to satisfy your obligations as a fiduciary. It may end up being the most difficult challenge of your life and there is little to no room in the eyes of the law to make forgivable mistakes.

However, with the proper planning and communication strategies, the role of an Executor can be rewarding. Planning is essential for individuals wanting to successfully transfer assets to family members, charitable causes, or others in an orderly fashion. To that end, Wright & Associates Financial Services has invited Myron Neufeld of President of ERAssure, Canada’s only provider of Executor Liability insurance, to Guelph to share his extensive knowledge on the potential land mines and pit falls that await the unsuspecting Executor and what can be done to avoid them. This seminar will not only focus on the risks – we will introduce to you the planning tools and services that will help ensure the successful transition of the family assets.

For those of you that have recently set up a Will or are thinking of setting up a Will or revising your current Will, we encourage you to come to the seminar too. For all intents and purposes, your Executor is you after you pass away. If you want your Executor to be successful in this role and to avoid lengthy court cases or possible prosecution from the Government of Ontario, it is critical that you join us to get the information needed for them to prepare.

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Boardroom-Evergreen Senior's Centre Guelph

685 Woolwich Street

Guelph, ON

Canada

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