Exploring the world of wills, power of attorney, and trusts. We will start with the importance of choosing the right person for the job of attorney and executor. We will then discuss the role of an executor, their responsibilities and myths and misconceptions thereof. Then we will dive into the financials of how probate works and what you can expect final taxation of your estate to look like depending on your assets and beneficiary designations. Finally, we will look at some strategies of how to mitigate the risk of your legacy being eroded by fees and tax.
Presenter: Kathie Pemberton, IG Wealth Management
Kathie lives with her family at the eastern gateway to the beautiful Annapolis Valley. Her practice is deeply rooted in the importance of financial health and wellness. With over 20 years’ experience in the financial services industry, the last 10 in her own practice, she engages people by helping them define and reach their financial goals with knowledge and ease.
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