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Estate planning: avoiding common pitfalls

Estate planning: avoiding common pitfalls

Season 1 Episode 152 Published 1 year ago
Description

In this special edition of The Living Market, Aurèle Courcelles Vice-President, Tax and Estate Planning at IG Wealth Management and Dan Britton, Assistant Vice-President, Tax and Estate Planning at IG Wealth Management, discuss the key elements of a comprehensive estate plan and why it's crucial for Canadians. They explore the common misconceptions about estate planning, the importance of having a will and the potential pitfalls of not considering joint ownership and beneficiary designations. Dan also provides practical advice on how to get started with estate planning and the critical role of communication with your chosen executor.

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