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Anthony Layton MBA, CIM

Chairman & CEO, Portfolio Manager

Peter Guay MBA, CFA

Portfolio Manager
Contact
  • T514.875.7566 x 224
  • 1.800.875.7566
  • F514.875.9611
  • Place Alexis Nihon
  • 3400 de Maisonneuve Ouest,
    Suite 1501
  • Montreal, Quebec H3Z 3B8

Have You Got a Will?

May 23, 2017 - 0 comments

Welcome back to “Do It Together” financial planning. Today, I’m kicking off my new series by exploring the “why,” “what,” and “how” of having a good will in place.

Why would I begin with one of most people’s least-favorite subjects? Because it’s also one of the most important. You probably already have a general sense that you don’t want to put probate courts, government officials or similar outsiders completely in charge of your loved ones’ financial interests. That’s why it’s so important to document how you want your finances to be handled when you’re not around.

 

But what does it take to get that done? There are a few important things to know. Fortunately, they aren’t quite as complicated as you may fear. In today’s video, I’ll walk you through an overview. Tune in … and sign up for future “Do It Together” shows while you’re there.

By: Peter Guay with 0 comments.
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