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I am pleased to be a guest speaker at an estate planning seminar hosted by Shannon Jones, Wealth Advisor, of ScotiaMcLeod in Kelowna, on Monday November 30, 2009 from 5:00 pm to 6:30 pm.
We’ll discuss 3 key strategies that will put your mind at ease:
► Using trusts to lower taxes and protect your beneficiaries
► Minimizing administration costs to leave more in your estate
► Making sure your Executor knows what they are getting into.
The focus of my talk will be on using testamentary trusts both for asset protection for beneficiaries and for tax planning for beneficiaries.
Anyone who is interested in attending may RSVP by November 27, 2008, Shannon Jones at 250.868.5535 or 1.800.663.2609, or by email to shannon_jones@scotiamcleod.com.
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