Live N' Learn:
Wills, Estate
& Probate

 

 

A FREE Public Workshop
Part of our Living Well, Leaving Well Series

 

You, Your Loved Ones &
Your Final Wishes

Lawyer Mark Brade will provide insight about common estate planning practices and procedures. Learn about the pitfalls that can arise during planning, along with ways to deal with family expectations, emotions and grievances.

 

 

We'll discuss:



What are the benefits of having a legal Will?
How properly prepared legal documents distribute your estate assets, take care of your loved ones and stand up in court.

 

If you die without a Will, what happens to your estate?
Who has control? What will happen to your intended beneficiaries?

 

Do you have a current Will? Is it up-to-date?
Find out what life changes might initiate amendments to your existing Will.

 

Are you part of a blended family? Do you have disabled dependents? Beneficiaries who may not be fiscally responsible?
Ensure fair disbursement that takes care of everyone.

 

Should you appoint a family member as an Executor?
The importance of choosing the right people to help carry out your final wishes.

 

What are some of the ways you can take care of your loved ones?
Find out how trusts and generational gift giving can benefit everyone.

 

What is probate? Why should you be prepared for it?
How advanced tax planning can help avoid probate and associated fees.

Live N' Learn: Wills, Estate & Probate

FREE Public Workshop | Part of our Living Well, Leaving Well Series


Wednesday, September 15, 2021
10:00 am - 11:30 am
Springfield Funeral Home - Family Centre
2020 Springfield Road, Kelowna, BC V1Y 5V8



This workshop is for educational purpose only. No sales or solicitation will occur.

We Hope You'll Join Us

To register, call us at 250.860.7077 or fill out the form below.

September 15, 2021 - 10:00 am to 11:30 am

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