When should you begin intergenerational wealth transfer planning discussions with your family? Using examples of celebrities with unresolved estates, this presentation shows you how to begin this important conversation. Session is hosted live on Zoom. Register on Eventbrite.

Presented by Paul Peios, Financial Advisor | Edward Jones and Lori Clements, CPA, CA, MTax, CFP | Director, Tax & Estate Planning, Ontario, Sun Life Global Investments.

This presentation discusses 5 common life events that should prompt you to revisit your wealth transfer plan along with common complications that can be avoided with appropriate estate planning.

Life-Changing Events: 1. Change in marital status 2. Purchase of real property 3. Birth 4. Change in residency 5. Significant change in circumstances

Common oversights and problems: 1. Dying intestate, Ontario 2. Naming an unsuitable executor 3. Not coordinating wealth transfer documents 4. JWROS issues 5. Underestimating emotions