In order to fulfill our wishes in sharing our wealth and legacy with those we care about, our intentions must be made clear.
And though it might not seem like it, the holidays can be a good time to discuss estate planning. In fact, with everyone you love gathered together under one roof, the holidays provide the ideal opportunity to talk about planning.
Take control and help your family appreciate the rationale behind your estate planning choices and share your vision clearly with your trustees and beneficiaries while you’re still around to explain things.
Don’t leave it to chance.
Conflict, resentment and possibly even a costly and lengthy lawsuit are very possible, especially during a time of grief.
JOIN US October 5th
Learn about starting the conversation … who needs to know and when?
Common Estate Planning Mistakes
And How to Take Action
Tuesday, October 5th
5:00 – 6:00 pm
- To will or not to will … when you can buy everything online
- Choosing your executor … who gets the job?
- Fair vs equal … challenges of having multiple beneficiaries
- Taxes and probate … understanding the difference
Tim Hansen, B.Comm., CFP, CEA is a recognized Speaker, Financial Educator, Author and Retirement Planner, whom you may have seen on CTV and CBC and in the Business View and Thrive magazines. He delivers Ted Talks and other educational presentations for the community and organizations including Advocis, Family Enterprise Exchange and the Praxis School of Entrepreneurship. He is of the 31 authorities across the United States and Canada that was invited to contribute a chapter to the Amazon #1 Best Seller Build Wealth Like A Shark featuring Kevin Harrington, original Shark on ABC TV’s Shark Tank, who has grown 20 companies to over $100 million in revenue each.
For the past several years Tim has been a mentor in the Raj Manek Mentorship Program, which pairs experienced business mentors with young entrepreneurs, and he produced the Financial Toolkit they provide on their website.
As a partner and Certified Financial Planner at Sutton, Tim has been helping successful families and business owners preserve, protect and pass on their wealth since 2004. Tim is a specialist in Group Retirement Savings and he enjoys working with his wife Andrea (also a partner with Sutton) in building Total Rewards Strategies for businesses. Tim is passionate about helping successful people take control of their wealth and fulfill their dreams. He knows that for most families, their wealth is in control of them, and this leads to confusion, fear and worry. Through the Sutton Abundant Retirement Process TM, which Tim co-created, his clients instead achieve a unique impact, while enjoying a lifestyle of freedom and peace of mind about their wealth.