Estate Planning EXPLAINED / Estate Planning MEANING and PURPOSE / Estate Planning DEFINITION

Описание: Estate Planning is a critical aspect of financial planning. Pursuing excellence in managing and planning in the arena of Estate Planning can make a world of difference.

When considering Estate Planning, please mindful to think through the following: taxation, liquidity, equalization, rollovers, joint tenancy ownership, trusts, life insurance, bequests, charitable gifts, probate and named beneficiaries.

If you are looking for a Financial Consultant to help you think through your personal wealth and estate planning needs please feel free to reach out by contacting Mark Albert through https://www.moneywithmarkalbert.ca/co...

Financial Workshops and Seminars are available in the following cities:
Fort Erie, Ontario, Canada
Niagara Falls, Ontario, Canada
Port Colborne, Ontario, Canada
Wainfleet, Ontario, Canada
Grimsby, Ontario, Canada
Niagara-on-the-Lake, Ontario, Canada
St. Catharines, Ontario, Canada
Welland, Ontario, Canada
West Lincoln, Ontario, Canada
Pelham, Ontario, Canada
Thorold, Ontario, Canada
Hamilton, Ontario, Canada
Waterdown, Ontario, Canada
Burlington, Ontario, Canada
Oakville, Ontario, Canada

Thank you for visiting MONEY with MARK ALBERT™
Mark Albert

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Disclaimer: The Information in this video is provided for education and informational purposes only, without any express or implied warranty of any kind, including warranties of accuracy or completeness. Any advice or statements do not represent any firm or financial institute that the speaker provides services for, or any carriers the speaker sells products for. You watch with the understanding that the speaker in this video is not engaged in rendering legal, financial, accounting, or other professional services or advice by speaking in this video. Each individual situation is unique. Thus, if legal, accounting, or financial advice or other expert assistance is required in a specific situation, the services of a competent professional should be sought to ensure that the situation has been evaluated carefully and appropriately. The speaker or author of any comments disclaims any liability, loss, or risk resulting directly or indirectly, from the use or application of the contents of this video.