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Ep. 18 – Where there’s a will, there’s a way ahead
If life changed tomorrow, would your financial future be taken care of?May is Leave a Legacy month, which has Travis and Derrick thinking about how to ensure a secure financial future. This week, we are joined my Nima Rohani,Partner at McConnan Bion O'Connor & Peterson Law Corporation,to discuss the key questions and choices we all need to consider when planning for our legacy.
2:00–Money Problem:Travis’ client was struck by a medical emergency and there was no one assigned to take of his needs. Everything would go to the government to manage – unless they could find a solution.
3:10– Expert Examination:Travis, Derrickand Nima Rohanisimplify how to create a will and Power of Attorney:
- How a will and Power of Attorney (POA) affect your financial health;
- Which do you need: a living will, last will or Power of Attorney?
- What happens to your finances if you are incapacitated;
- Is your last will really the final say?
- When to include – or not to include – your family in the process;
- How to choose an executor, Power of Attorney, and witness for your estateplans;
- Creating air-tight plans for your legacy.
22:20–Weekly Financial Fix:This week, Travis has a tip to make sure the legacy plan you have today is what you want – and what works – for tomorrow.
If you have an undiagnosed financial concern or want to better understand a financial subject, send Travis and Derrickyour question at islandsavings.ca/wealthbeing, or at [email protected], and we will consider it for a future episode.
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By Island Savings - Valley First - Envision Financial - Enderby & District Financial | Divisions of First West Credit UnionIf life changed tomorrow, would your financial future be taken care of?May is Leave a Legacy month, which has Travis and Derrick thinking about how to ensure a secure financial future. This week, we are joined my Nima Rohani,Partner at McConnan Bion O'Connor & Peterson Law Corporation,to discuss the key questions and choices we all need to consider when planning for our legacy.
2:00–Money Problem:Travis’ client was struck by a medical emergency and there was no one assigned to take of his needs. Everything would go to the government to manage – unless they could find a solution.
3:10– Expert Examination:Travis, Derrickand Nima Rohanisimplify how to create a will and Power of Attorney:
- How a will and Power of Attorney (POA) affect your financial health;
- Which do you need: a living will, last will or Power of Attorney?
- What happens to your finances if you are incapacitated;
- Is your last will really the final say?
- When to include – or not to include – your family in the process;
- How to choose an executor, Power of Attorney, and witness for your estateplans;
- Creating air-tight plans for your legacy.
22:20–Weekly Financial Fix:This week, Travis has a tip to make sure the legacy plan you have today is what you want – and what works – for tomorrow.
If you have an undiagnosed financial concern or want to better understand a financial subject, send Travis and Derrickyour question at islandsavings.ca/wealthbeing, or at [email protected], and we will consider it for a future episode.