On this episode, Jared chats with Stephen van Santen.

Stephen van Santen has been a wealth advisor with Bridgeline Wealth since 2020. He focuses his time working with families, private corporations, estates and family farms.

He is always learning and educating himself to better serve his clientele and particularly likes helping people navigate the complexities of estate matters and planning for the next generation.

Some of the topics discussed in the episode:

🎙️ Who can be an estate administrator?

🎙️ How do I choose the right administrator?

🎙️ What are the administrator’s duties?

🎙️ List of tasks that an administrator must complete.

🎙️ Is an administrator paid for their time?

🎙️ Can I turn down an appointment or resign after starting?

🎙️ Do beneficiaries have legal recourse if an administrator is doing a poor job?

If listeners want to touch base with Stephen you can find him through the following links:

Stephen van Santen

Bridgeline Wealth

403-506-0905

svansanten@bridgelinewealth.ca

https://bridgelinewealth.ca/

https://www.linkedin.com/in/stephenbridgelinewealth/

#podcast #TaxTalkPodcast #SmallBusiness #reddeer #alberta #investments #retirement #insurance #segregatedfunds #wills #presonalrepresentative #trustee #successionplanning #family

Listen to the full episode 👇

🎙️ https://open.spotify.com/show/2nLsTBwAoKCrc46LD9NRLD

Watch the full episode 👇

🎥 https://www.youtube.com/@rhfaccountants
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Music: English Breakfast, Jobii from Epidemic Sound

https://www.epidemicsound.com/track/7emX18vZqh/

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