On Oct 18th I had the honour of co-presenting at an estate planning seminar at the Innisfail Golf Club.

If you missed the event or want to review some of the information that was discussed, you are in luck as this episode of the podcast is live from the seminar!

Myself, Stephen van Santen and Caleb Henry chatted about the 6 most significant estate planning pitfalls and steps that you can take to avoid them.

A strong LEGACY plan will protect your family from....
1. Broken relationships
2. Dangers of not having a will

A strong ESTATE plan will protect your from....
3. The wrong personal representative
4. Missed investment opportunities

A strong TAX plan will protect your family from....
5. Unplanned tax liabilities
6. Missed planning opportunties

#podcast #TaxTalkPodcast #SmallBusiness #reddeer #alberta #insurance #investments #cpa #accounting #tax #lifeinsurance #estateplanning #family #will #POA #personalrep #taxplanning #tax #LegacyTax

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Music: English Breakfast, Jobii from Epidemic Sound

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

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