Mediation in Estate Planning = Better client service

citypeople2When should your financial advisor or lawyer recommend involving a professional mediator in your estate planning?  When it makes sense from a client service perspective. A mediator can help to get individuals or families "unstuck" with respect to key issues such as what to do with the family cottage,...
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Have kids? Have a will? Workshop


Thursday, September 18, 2014

MORNING SESSION 10:00 am - 11:45 am


AFTERNOON SESSION 1:00 pm - 2:45 pm

In this small group workshop you will learn what you need to do to get started right NOW with your estate and personal planning, including: WHY you need a will...
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Look who’s not talking…

Why isn't estate planning as much about communicating personal and family needs as making tax and financial decisions?
Consider the results of a 2013 Merrill Lynch Retirement Study. The study found evidence of a significant lack of communication between adult children and their parents about  issues such as long term care, where to live, wills and financial...
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Upcoming Workshop!

ParkPeopleBlueWEBHealthy Habits for Estate and Personal Planning:  Looking after our bodies, our property & our loved ones
Sunday, May 25, 2014  - 1 pm to 3 pm The Loft Studio - 396...
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