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:
🎙️ What does a Will enable you to do?
🎙️ What happens if you die without a Will?
🎙️ What is a Will?
🎙️ Can I use a D-I-Y Will kit or should I consult a lawyer to draft my Will?
🎙️ When should my Will be updated?
🎙️ What is a Power of Attorney?
🎙️ What is probate?
🎙️ Ways to avoid probate.
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
#podcast #TaxTalkPodcast #SmallBusiness #reddeer #alberta #investments #retirement #insurance #segregatedfunds #wills #presonalrepresentative #trustee #successionplanning #family
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Music: English Breakfast, Jobii from Epidemic Sound
https://www.epidemicsound.com/track/7emX18vZqh/
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