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005 - Leaving a legacy – the practical steps you can’t avoid

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Manage episode 386560234 series 3532307
Indhold leveret af Francois Brill and Vincent Heys. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Francois Brill and Vincent Heys eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

In this episode we're talking about the practicalities of drafting, storing and updating your Will, Power of Attorney, Living Will and more. Adam Cappelli, Managing Partner of the Estates Group, gives down-to-earth advice on why these legacy-impacting decisions and documents are so important, and how to set them up properly.

Proudly brought to you by wealthstack.ca - See how you stack up against your financial goals. Create your financial dashboard in less than 7 minutes.

  continue reading

9 episoder

Artwork
iconDel
 
Manage episode 386560234 series 3532307
Indhold leveret af Francois Brill and Vincent Heys. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Francois Brill and Vincent Heys eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

In this episode we're talking about the practicalities of drafting, storing and updating your Will, Power of Attorney, Living Will and more. Adam Cappelli, Managing Partner of the Estates Group, gives down-to-earth advice on why these legacy-impacting decisions and documents are so important, and how to set them up properly.

Proudly brought to you by wealthstack.ca - See how you stack up against your financial goals. Create your financial dashboard in less than 7 minutes.

  continue reading

9 episoder

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