Coffee, Conversation & Contingency Planning

Jun 22, 2021 09:00 AM Pacific Daylight Time - Jun 22, 2021 09:30 AM Pacific Daylight Time
Online Event Only Surrey, BC

Now more than ever, we are reminded that “stuff” happens...

Whether it be sickness, death, divorce, disability or disruption, it is important to have our affairs in order to protect both for ourselves as well as our loved ones.  Please grab a coffee and join us for a 30 minute conversation where we discuss some tips to better prepare ourselves for the unexpected while also discussing the consequences of not having a good estate plan in place.
 
Topics include:
  • Wills, POA and healthcare representation basics

  • Naming an executor and the role of an executor

  • Beneficiaries & contingent beneficiaries

  • Blended family considerations

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