Retire Me - Episode 13 - Spring Cleaning for Your Estate Plan
Welcome to episode 13 of Retire Me. Thank you for tuning in this week!
On today's episode we talk about spring cleaning for your estate plan.
We cover:
1) What are the key elements of your estate plan
2) Why they are important
3) Why it is crucial to get agreement from your executor when naming them to *be* your executor
4) Some resources to get your started
Links mentioned in this podcast:
1) The Canadian Guide to Will and Estate Planning
2) Estate Planning and Online Accounts by Fasken Martineau
3) Keeper.com
4) Weekly Economic Review by iA Financial Group
Full shownotes will be up this week at www.walhoutfinancial.ca
Thanks for listening!
Mark
--
The information in this material is not intended as investment, tax, or legal advice. Please consult your advisor or tax professionals.