Many of us think of the benefits associated with beneficiary designations. However, there are many tips, traps, and considerations when it comes to blended families, corporate life insurance, and successor owners, etc. and the automatic approach to just naming a beneficiary.
This mini-workshop will explore what you should be considering when it comes to helping your clients and families navigate their estate plans personally and corporately in a complex world.
Jos Herman, BComm, CPA, CA, CFP, TEP
Director of Wealth, Tax & Estate Planning, Resources & Solutions Professional Corporation
Jos provides private business solutions focusing on tax concepts, tax efficient investment and insurance strategies, asset protection and philanthropy.
Registration $15 - Limited complimentary registration for first-time guests.
No charge for EPC Canada Members.
We promote cross-education, referrals and connection for Estate Planning professionals and foster a collaborative approach to Estate Planning and share Estate Administration best practices.
We link and support Estate Planners across Canada and represent a global community online.