Estate Planning Series – Part Two
In this three-part series, Lott and Company outlines the why, what, how and who around the essentials of creating an estate plan that effectively preserves, manages and distributes your personal and business assets after death. If you have not yet reviewed part one, we encourage you to visit www.lottaccounting.ca where we covered why an estate plan is essential and what strategies are available to meet your personal and business goals. In this second part we will cover how to lay the foundation to support an effective estate plan.
