• Episode 05: Building Your Estate Planning Team with Navrita Brar

  • 2024/10/10
  • 再生時間： 12 分
  • ポッドキャスト

Episode 05: Building Your Estate Planning Team with Navrita Brar

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  • In this episode of Your Estate Matters, Nicole and Greg discuss the importance of estate planning with lawyer Navrita Brar. They explore the demographics of estate planning in Canada, the essential documents needed, complexities such as blended families, and the importance of building a reliable team of advisors. The conversation also covers the costs associated with estate planning and the potential financial and emotional toll of not having a plan in place. The episode emphasizes the need for open family discussions to ensure a smooth estate planning process.

    --

    Lindsay Kenney LLP Website:

    https://lklaw.ca/


    Navrita Brar LinkedIn:

    https://www.linkedin.com/in/navrita-brar/


    Follow Heritage Trust:

    https://www.instagram.com/heritagetrustbc/

    Heritage Trust Website:

    https://heritagetrustcompany.ca/

    Get the Essential Estate Planning Checklist for Canadians:

    https://www.estateclub.ca/estate-planning-checklist
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あらすじ・解説

In this episode of Your Estate Matters, Nicole and Greg discuss the importance of estate planning with lawyer Navrita Brar. They explore the demographics of estate planning in Canada, the essential documents needed, complexities such as blended families, and the importance of building a reliable team of advisors. The conversation also covers the costs associated with estate planning and the potential financial and emotional toll of not having a plan in place. The episode emphasizes the need for open family discussions to ensure a smooth estate planning process.

--

Lindsay Kenney LLP Website:

https://lklaw.ca/


Navrita Brar LinkedIn:

https://www.linkedin.com/in/navrita-brar/


Follow Heritage Trust:

https://www.instagram.com/heritagetrustbc/

Heritage Trust Website:

https://heritagetrustcompany.ca/

Get the Essential Estate Planning Checklist for Canadians:

https://www.estateclub.ca/estate-planning-checklist
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