30 min
005 - Leaving a legacy – the practical steps you can’t avoid Financial Wellness with Vincent Heys
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- Education
In this episode we're talking about the practicalities of drafting, storing and updating your Will, Power of Attorney, Living Will and more. Adam Cappelli, Managing Partner of the Estates Group, gives down-to-earth advice on why these legacy-impacting decisions and documents are so important, and how to set them up properly.
Proudly brought to you by wealthstack.ca - See how you stack up against your financial goals. Create your financial dashboard in less than 7 minutes.
In this episode we're talking about the practicalities of drafting, storing and updating your Will, Power of Attorney, Living Will and more. Adam Cappelli, Managing Partner of the Estates Group, gives down-to-earth advice on why these legacy-impacting decisions and documents are so important, and how to set them up properly.
Proudly brought to you by wealthstack.ca - See how you stack up against your financial goals. Create your financial dashboard in less than 7 minutes.
30 min