Ensure that your estate will transfer to your children and grandchildren as smoothly as possible. This event is followed by a Talking Café facilitated by Compassionate Communities Kingston.
Do you understand what will happen to your estate when you die? What taxes will your estate be responsible for? How do you minimize the taxes that you pay on death? How can you transition your estate to your children and grandchildren as smoothly as possible? What exactly is probate? Laura Southall, Senior Wealth Advisor at CI Assante Wealth Management Ltd. will show you how to pass on what you’ve accumulated, and how to ensure that your family can make the most of the inheritance you leave them.
Laura Southall CFP, CLU is a passionate and successful Senior Wealth Advisor at Assante Financial Management Limited. A Queen’s University graduate, she authored the books 'Rental Properties for Canadian Women' (2020) ‘Financial Literacy for Canadian Women’ (2022) and is a financial literacy educator, public speaker and educational content creator on social media. Learn more @laurasouthallfinance everywhere.
Explore a wide variety of topics in this bi-weekly speakers' series for Older Adults. Following each session, at 3:30 PM, Compassionate Communities Kingston will facilitate an informal Talking Café. Participants are invited to stay and socialize.
