Episode 11: The fundamentals of wills and estate planning
Creating a will is a topic most of us would rather ignore, but this is one of the most important steps you will ever take. With that in mind, we’re sharing some essential perspective.
Episode 11 – The Necessity of a Will: A Guide to the Fundamentals of Estate Planning
In this episode, Frankie and Sarah are joined by lawyer Denise Branton, who is also the owner of Branton Law Professional Corporation in Whitby, Ontario. With more than 20 years of experience in the legal services field, she has a great deal of knowledge and insight to share as our hosts delve into a critical topic: wills and estate planning. In exploring key considerations related to both, Denise reveals the best process for creating a will and explains why every adult should have one.
Frankie, Sarah and Denise discuss:
- The purpose of a will and how to choose your executor
- The importance of creating a will and when to do this
- The process of creating a valid will for individuals and business owners
- The best way to deal with online assets, passwords, etc.
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Connect with Frankie Loreto and Sarah Netley
- LinkedIn: Baker Tilly Canada
- LinkedIn: Frankie Loreto
- LinkedIn: Sarah Netley
- Telephone: 905.579.5659
Connect with Denise Branton
- BrantonLaw.ca
- LinkedIn: Denise Branton
- Telephone: 905.493.6333
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