Options for sharing in life, at death, and beyond
You have spent a lifetime building your wealth. The next question is how you share it. Join us for the final session of our Wealth Evolution series.

In Parts ONE and TWO, we explored how to protect your wealth and how to grow it. Now we turn to what many people find the most personal question of all: how to pass it on. Doug Carroll, resident tax expert at Aviso Wealth Inc., previously ran an estate planning law practice, so he is ideally suited to guide you through the key documents, critical roles and common issues that arise in estate matters.

Starting with who you care for most, Doug will walk you through the many ways to transfer what you have accumulated, whether during your life or through your estate. Along the way, he will keep an attentive eye on the tax opportunities and hazards that come with each choice.

During this webinar, you will learn about:

• Lifetime gifts, loans and forgiveness
• Spousal rollovers, joint ownership and trusts
• Wills, powers of attorney and probate planning
• Insurance beneficiaries and estate bypass
• The roles of executors, attorneys and trustees

Don't miss this opportunity to complete your financial planning picture. Register for this free webinar today to secure your spot!