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Information Seminar - Role of Executor and Estate Financial Planning

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IG Wealth Management

400 March Road

Suite 240

Ottawa, ON K2K 3H4

Canada

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Are you named as executor in someone's will? How should you choose your executor? Do you want to learn about the financials of estate planning? Mick will be joined by Erin McNamara, of McNamara Law (https://www.mcnamaralawservices.com/).

We will discuss considerations involved in planning and administering an estate. The presentation will review the components of a well-drafted will, which is the cornerstone of any estate plan. We will also discuss the importance of support and family obligations, jointly held property, charitable gifting, taxation, and the use of trusts. Attendees will learn about the role of the executor/trustee and will learn how to avoid common pitfalls which can cause even the best estate plans to become undone through poor planning.

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Date and Time

Location

IG Wealth Management

400 March Road

Suite 240

Ottawa, ON K2K 3H4

Canada

View Map

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