Estate Planning & Settlement Seminar
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Join Bastion Wealth Advisors Group & Mark Neale, Head of Industry, Wealth & Finance as he walks you through ClearEstate’s answers to common frustrations surrounding estate planning and settlement including: • The two certainties to expect in the aftermath of a death • What is probate, when is it needed, and how to calculate probate costs • How to navigate the administrative burden of dealing with government agencies and financial institutions • How to gather and valuate assets • How to deal with beneficiaries • The importance of having a well-planned estate • Insights on executor selection
| Cost: |
Free Event |
Category: |
Everything Else Business Events Community Conference Workshops |
| Location: |
Nanaimo Golf Club
2800 Highland Blvd, Nanaimo |
This event is for Adults, Seniors | |
| More Info: |
Amanda Robertson [email protected] 778-441-2500 Event Website |
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