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Fanny Bay Community - Estate Planning Workshop
Fanny Bay Community Hall 7793 Island Hwy S Fanny Bay, B.C.
Join us for this complimentary, informative session to gain expert insights on estate planning. Attendees will receive resource guides and checklist to help them on their estate planning journey. Beverages and light snacks will be served.
Estate-Planning Mini-Series - Executor Planning
RBC Dominion Securities 777 Fitzgerald Ave Courtenay, BC
The role of executor is an important one, and we'll guide you through some of the key considerations. These include the duties of an executor, processing and estate, setting beneficiary expectations, probate and who pays who and when?
Estate - Planning Mini-Series - Trusts
RBC Dominion Securities 777 Fitzgerald Avenue Courtenay, BC
Do you wish to exclude a beneficiary from benefitting from an estate? Or, perhaps a beneficiary is unable to or shouldn't be managing a large financial gift on their own. Join the nature of the discussion on a trust, and the advantages and disadvantages of a trust in your estate plan.
Estate Planning Mini Series - Will and Estate Planning
RBC Dominion Securities 777 Fitzgerald Ave Courtenay, BC
Choosing an executor and common will errors are just two of the topics to be covered in this informative session. Our legal-expert guest speakers will also outline what to consider before meeting your estate lawyer, how to include charitable organizations in your planning, and how to structure your estate for financial/tax efficiency and to achieve your objectives in light of new provincial and federal reporting requirements, including rules around bare trusts.
Business Succession-Planning to sell your business in the next five years?
1730 Riverside Lane Courtenay, BC
Planning to sell your business in the next five years? A successful business exit plan takes years of preparation – only the business owners who take the right steps along the way will get the price they want.