$10

Wills and Estate Planning Workshop

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Crowsnest Hall (University of Calgary)

250 Collegiate Boulevard Northwest

Calgary, AB T2N 5A6

Canada

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Event description
How to plan your wills and estate?

About this Event

Kathy Zhang, founder and lawyer of the Weninger Zhang law firm, will discuss the importance of basic estate planning, including preparing a will, enduring power of attorney, and personal directive. Kathy will explain why having proper legal advice is essential in this process. In addition, Kathy will go over property that ordinarily doesn't form part of an estate, such as joint property, and investments and insurance policies with beneficiary designations. As well, Kathy will talk about the importance of succession planning in a family business and review some basic tax considerations in estate planning. At last, Kathy will discuss issues relating to your assets in China.

Sherry Wong, certified financial planner (CFP) from IG Wealth Management, will discuss the tax liabilities at death, tax minimization, estate by-pass, fair and equitable estate distribution, trusts within the will and other related issues.

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Date and Time

Location

Crowsnest Hall (University of Calgary)

250 Collegiate Boulevard Northwest

Calgary, AB T2N 5A6

Canada

View Map

Refund Policy

Contact the organizer to request a refund.

Eventbrite's fee is nonrefundable.

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