It’s More Complex – Estate Planning Considerations for Business Owners

Hauser Wood Ma Jorgenson Wealth Advisory Group - Jun 17, 2022
A Will is not a succession plan; understanding the estate administration process and the planning that needs to be in place to protect your business and ensure a smooth transition is key. We review the critical points and most common concerns that ne
It’s More Complex – Estate Planning Considerations for Business Owners

A Will is not a succession plan; understanding the estate administration process and the planning that needs to be in place to protect your business and ensure a smooth transition is key.
In this short video, BMO Estate and Trust expert Shawna Albornoz reviews the critical points and most common concerns that need to be considered.

 

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