Linda's Blog

Estate Planning Event , Wed. Oct. 29, 2014

COMMUNITY WORKSHOP

CONTACT: PAM KOO 905-640-1910 X 2462 OR pam.koo@townofws.ca

IT’S NOT ALL ABOUT THE MONEY…WHEN ESTATE PLANNING GOES WRONG

OCTOBER 29, 2014

WED, 7:00 PM – 8:15 PM COST: $20 REGISTRATION BARCODE: 23956 LOCATION: 6240 MAIN STREET, STOUFFVILLE (FORMER LIBRARY, LATCHAM GALLERY BUILDING) LEGACY COACH, LINDA SOMERS, WILL DISCUSS THE UNIQUE CHALLENGES OLDER ADULTS FACE DURING THE ESTATE PLANNING PROCESS. YOU WILL LEAVE THIS UNIQUE SESSION WITH INSIGHTS INTO THE TRAPS OF ESTATE PLANNING, PREVENTING FAMILY DISPUTES ABOUT YOUR WILL AND CREATING A WILL THAT REFLECTS YOUR LEGACY. LINDA WORKS WITH CLIENTS WHO WANT TO TAKE CHARGE OF THE LEGACY THEY ARE LEAVING THEIR FAMILIES, FRIENDS AND THE COMMUNITY. IT IS MUCH LARGER THAN CREATING A WILL OR AN ESTATE PLAN TO REDUCE TAXES, BUT SUPPORTING YOU TO DETERMINE HOW YOU WANT OTHERS TO REMEMBER YOU.

 

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