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, Financial Planner
BMO Nesbitt Burns
Catherine Watson
Financial Planner, Investment & Retirement Planning
BMO Bank of Montreal