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Estate Planning in Canada ✒️ Tips and Insights from Experts, Mistakes to Avoid

Estate planning can be daunting, yet it’s incredibly important. In today's video, we discuss a range of estate planning topics with Canadian subject experts Lucy Main and Julia Chung. This session answers some of the most frequently asked questions that Lucy and Julia get from their clients, covering wills, executors, powers of attorney, insurance, probate fees, family dynamics (marriage breakdowns, blended families, cottages), gifting, and tax planning, among others. 📚 Additional Resources: Julia Chung is CEO and Sr. Financial Planner at Spring Planning. Julia holds the Family Enterprise Advisor designation and is on the Board of Family Enterprise Canada. https://springplans.ca/team/ Lucy Main is a Partner and Co-Chair of the Wills, Trusts & Estates Practice Group at WeirFoulds LLP with a practice that focuses on the legal and taxation issues surrounding estate and trust planning and administration. https://www.weirfoulds.com/people/luc... ☑️ For more info visit: www.steadyhand.com 💬 Which estate planning tip or insight did you find the most helpful? Have any wisdom of your own to share? Let us know in the comments! 🔹 Video Chapters 🔹 0:00 Introduction 2:16 The Big Picture (Key Things to Know, Wills, Powers of Attorney, Executors, Insurance) 36:35 Poll 1: Do you feel that your estate plan is up to date & are you comfortable with the plan? 38:36 Poll 1 Results 38:57 Family Dynamics (Gifting, Inheritances, Family Cottage) 51:37 Poll 2: Have you shared with your intended beneficiaries your estate plan? 52:12 Poll 2 Results 55:22 Taxes & Technical Issues (Probate Fees, Estate Taxes) --------------- 📍 Welcome to Steadyhand's official YouTube channel! Steadyhand is a Canadian investment firm that offers low-fee investments with easy-to-follow advice and a simpler, more human experience for all Canadians. ➡️ On this channel, we produce jargon-free videos to help you stay informed & educated on relevant investment topics. ➡️ We've been managing money since 2007 and over 3,500 Canadians have entrusted us with more than $1 billion in investments. Our clients enjoy direct access to world-class fund managers and a level of genuine financial stewardship that you just don't find at the big banks and brokerages. Our straightforward lineup of funds, easy-to-follow investment advice, and candid reporting enable our clients to weather the ups and downs of the markets with confidence. We offer hands-on, personalized service, and are ultra accessible. In short: Steadyhand offers Canadians a better way to invest! Subscribe to our channel and hit the bell to be notified whenever we release a new video! 🔔 --------------- Follow Steadyhand on social media: Twitter ➡️   / steadyhandfunds   Facebook ➡️   / steadyhandfunds   Linkedin ➡️   / steadyhand-investment-funds   ✅ Subscribe to our Blog and Newsletter: https://steadyhand.us3.list-manage.co... If you'd like to explore whether Steadyhand may be a good fit for you, reach out to us: 📞 1-888-888-3147 📧 [email protected] 🌎 https://www.steadyhand.com/contact/ 📍 Vancouver Office (1747 West 3rd Avenue Vancouver, BC V6J 1K7) 📍 Toronto Office (3690-130 King St W, Toronto, ON M5X 2A2) --------------- #estateplanning #JuliaChung #LucyMain #Steadyhand #financialplanning