Client Webinar | Estate Planning in a Post-Covid-19 Era
Thursday, November 25, 2021
Estate Planning is a mix of tax planning, wealth protection, family law and your vision!
- Wills, Executors & Power of Attorneys
- How to Reduce Probate Fees
- Transfers to Children, Blended Families
- How to Avoid Pitfalls
Speakers:
Carol Willes, MBA, LLM, TEP
Director, Estate Planning
BMO Private Wealth
Karen Chalovich, CIM, FCSI, CPCA
Senior Investment Advisor, Portfolio Manager
BMO Nesbitt Burns
Catherine Watson
Financial Planner, Investment & Retirement Planning
BMO Bank of Montreal