Preserving Wealth: Chapter Six, Estate Planning – Wills and Powers of Attorney

Authored by Jack Lumsden, MBA, CFP®, Financial Advisor, Assante Financial Management Ltd. Chapter Six discusses Estate Planning Wills and Powers of Attorney.

Authored by Jack Lumsden, MBA, CFP®, Financial Advisor, Assante Financial Management Ltd.  Chapter 6 discusses the intricacies of estate planning, focusing on wills and powers of attorney. On a rainy Saturday morning over breakfast Uncle Wayne leads a detailed discussion on ensuring one’s estate is managed according to personal wishes, covering everything from the basics […]