Qualicum Beach Corner

Estate Planning: More Than Just a Will, with Senior Trust Advisors Paula Lester and Damian McGrath

If you were unable to attend our most recent Client Insights webinar, Estate Planning: More Than Just a Will, you will find a link to the recording below so that you can watch when you are able.

https://vimeo.com/540652456/dd122cb273

The webinar features two of our Raymond James senior trust advisors, Paula Lester and Damian McGrath. Paula and Damian tackled many important subjects for individuals and families to consider when forming their estate plans.

During the webinar you will hear:

• Why estate planning goes beyond just having a will (which should be reviewed regularly and updated as needed)
• The role of an executor is not only important, but complex and choosing your executor should be carefully considered
• Incapacity planning should not be overlooked and the importance of having power of attorney for both your finances and health are critical
• How to plan a legacy and charitable giving for your family

Paula and Damian also answered many common and important questions from viewers about estate planning. Please let me know if you have any questions related to your estate planning objectives or any other questions about effectively preserving and passing along your wealth according to your objectives.  And also feel free to share the link with anyone you feel could benefit from it.