Executor Protection
Your executor is someone you trust to fulfill your final wishes and distribute your Estate. Are you making their job is as easy and risk free as possible? Do you have your wishes clearly spelled out? Have you consolidated your assets as much as possible?
Contact Heidi for a free workbook to assess your family's risk. We can also provide a guide for your Executor and a nice booklet for you to record all your key contacts and assets.
Be sure to Like Heidi Blondin Financial on facebook, to see additional Estate Planning videos and to hear about upcoming estate planning workshops. This video will help you understand more about how to protect your Executor...
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Heidi Blondin
CFP®, EPC · Heidi Blondin Financial
January 10, 2018
Mutual funds are offered through Investia Financial Services Inc.
Insurance solutions provided in Ontario and New Brunswick, through Heidi Blondin Financial / Qualified Financial Services.
The comments contained herein are a general discussion of certain issues intended as general information only and should not be relied upon as tax or legal advice. Please obtain independent professional advice, in the context of your particular circumstances. This article was prepared by Heidi Blondin who is a Certified Financial Planner (CFP) at Heidi Blondin Financial a registered trade name with Investia Financial Services Inc., and does not necessarily reflect the opinion of Investia Financial Services Inc. The information contained in this presentation comes from sources we believe reliable, but we cannot guarantee its accuracy or reliability.
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