Ep. 19 Distributing Your Estate To Children While Alive

Welcome to Keys to the Vault Podcast, your one-stop shop for wealth and tax planning with Whitney Hammond and Kelly Ross.
This podcast is designed specifically for women who have achieved success and face complex financial needs. We want to empower women with the knowledge and strategies to make informed decisions about your business and personal wealth. Every week, we dive into insights, strategies, and stories that help accomplished women take control of their financial future—unlocking the tools you need to build, grow, and protect your wealth. We build the fortress. You keep the keys!
Join the CEO of SWM, Whitney Hammond, Chartered Life Underwriter and Certified Financial Planner and CEO of Ross Professional Corporation &nbsp;Kelly Ross, Chartered Professional Accountant, as they build a movement of financially savvy women across Canada!

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Welcome to Keys to the Vault Podcast, your one-stop shop for wealth and tax planning with Whitney Hammond and Kelly Ross. This podcast is designed specifically for women who have achieved success and face complex financial needs. We want to empower women with the knowledge and strategies to make informed decisions about your business and personal wealth. Every week, we dive into insights, strategies, and stories that help accomplished women take control of their financial future—unlocking the tools you need to build, grow, and protect your wealth. We build the fortress. You keep the keys! Join the CEO of SWM, Whitney Hammond, Chartered Life Underwriter and Certified Financial Planner and CEO of Ross Professional Corporation  Kelly Ross, Chartered Professional Accountant, as they build a movement of financially savvy women across Canada!

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Ep. 19 Distributing Your Estate To Children While Alive

Ep. 19 Distributing Your Estate To Children While Alive