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Take control of your financial destiny with great insights, tips and advice from Senior Financial Planners Rob McClelland and Mike Connon at The McClelland Financial Group of Assante Capital Management Ltd.
Episodes
Thursday May 11, 2023
Thursday May 11, 2023
Today on ThinkSmart, Senior Financial Advisors Rob McClelland and Mike Connon will walk you step-by-step through an estate planning checklist. You will learn the best practices for ensuring the future of your estate and the importance of having one in place.
Key points:
(02:33): Best practices for wills and executors
(05:30): Charitable giving
(05:58): Best practices for power of attorney
(07:55): Best practices for beneficiaries
(09:20): What are the benefits of a successor annuitant?
(10:34): How do we recommend you handle life insurance policies?
(17:22): How to deal with the house and the cottage
(02:33): Best practices for wills and executors
(05:30): Charitable giving
(05:58): Best practices for power of attorney
(07:55): Best practices for beneficiaries
(09:20): What are the benefits of a successor annuitant?
(10:34): How do we recommend you handle life insurance policies?
(17:22): How to deal with the house and the cottage
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