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Transfer your wealth: share, protect and leave a legacy.
Join us for Part THREE of the Wealth Evolution webinar series and discover the many ways to pass on what you have built.
Over the course of our Wealth Evolution series, we looked at how to protect your wealth in Part ONE and how to grow it in Part TWO. Now, in Part THREE, we turn to the question of transfer: how to share your wealth in life, at death and beyond.
We are pleased to welcome back Doug Carroll, resident tax expert at Aviso Wealth Inc. Doug previously ran an estate planning law practice, so he is ideally suited to guide you through the key documents, critical roles and common issues that arise in estate matters. Starting with who you care for most, he will walk you through how to transfer what you have accumulated, all while keeping a close eye on the tax opportunities and hazards along the way.
Learn about:
• Lifetime gifts, loans and forgiveness
• Spousal rollovers, from gifts to guardianship of minors
• Wills and estate planning, your way
• Powers of attorney and preserving property
• Joint ownership between spouses and others
• Trust needs, reporting, tax and costs
• Insurance beneficiaries and estate bypass
• Probate planning proportionate to benefit
• The roles of executors, attorneys and trustees
Whether you are planning a smooth transfer of assets to the next generation or thinking through your legacy for the first time, this session gives you the clear, practical insights you need to keep your financial future on track.
Register for this free webinar today!
We are proud to host this special event in partnership with Aviso Wealth.
About the presenter:
Doug Carroll is the Tax & Estate Specialist for Aviso Wealth Inc., a wealth management partner to credit unions across Canada. He previously ran an estate planning law practice and was an advanced case consultant with a life insurer and a mutual fund provider. Doug holds a business degree and a Master of Law specializing in Tax and is qualified as a Certified Financial Planner and a Trust & Estate Practitioner. For over 25 years, he has been supporting financial advisors with written articles, individual case consultations, and educational webcasts.
