• How to Avoid Estate Disaster with Estate Planning

  • 2023/05/03
  • 再生時間： 22 分
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How to Avoid Estate Disaster with Estate Planning

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  • Discover the secrets of securing your legacy and protecting your loved ones with ClearEstate, an innovative estate planning and settlement solution. Join David as he speaks with Devon Miller, Director with ClearEstate. They discuss the importance of estate planning and share insights into the common pitfalls of handling an estate without proper preparation. Learn how ClearEstate's team of lawyers and estate planners can help you create a comprehensive plan that ensures your loved ones are protected and your estate is handled according to your wishes. Don't leave your legacy to chance – tune in to this episode and start planning your future today!

    David Little is a Senior Wealth Advisor with iA Private Wealth Inc., member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates.


    http://www.blueoceansprivatewealth.com
    https://www.facebook.com/BlueOceansPrivateWealth
    https://www.instagram.com/BueOceansPrivateWealth
    https://www.youtube.com/@BlueOceansPrivateWealth
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あらすじ・解説

Discover the secrets of securing your legacy and protecting your loved ones with ClearEstate, an innovative estate planning and settlement solution. Join David as he speaks with Devon Miller, Director with ClearEstate. They discuss the importance of estate planning and share insights into the common pitfalls of handling an estate without proper preparation. Learn how ClearEstate's team of lawyers and estate planners can help you create a comprehensive plan that ensures your loved ones are protected and your estate is handled according to your wishes. Don't leave your legacy to chance – tune in to this episode and start planning your future today!

David Little is a Senior Wealth Advisor with iA Private Wealth Inc., member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates.


http://www.blueoceansprivatewealth.com
https://www.facebook.com/BlueOceansPrivateWealth
https://www.instagram.com/BueOceansPrivateWealth
https://www.youtube.com/@BlueOceansPrivateWealth
続きを読む 一部表示

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