Jun 11, 2019
Many wealthy Canadians are putting off creating a will for a variety of reasons and are becoming angels without an estate plan in place. Sometimes this occurs because they die unexpectedly or before their life expectancy. In other cases, Canadians are not making a will because they think this is something they only need to do when they are older. They may be avoiding having estate planning conversations with their family, don’t want to think about their demise, or believe that making a will is going take up too much time.
Today, I share what the late great musicians, Prince and Aretha Franklin, have in common with 50% of wealthy Canadians. I highlight why you may be putting off creating a will and reveal how Ontario's Succession Law Reform Act will deal with your wealth if you do not have an estate plan in place. I also discuss the areas that the Act will not take into account and share the things you need to think about when estate planning.
“Part of being intentional with your money management is also taking care of your estate plan.” - Colleen O’Connell-Campbell
Today on I’m A Millionaire...So, Now What?:
Get Ready for Fun Networking & Fundraising!
Kick off your high-heels ladies, lace up your golf shoes, and get ready for an exciting, fun way to network with your business peers while raising money for a worthy cause. Join me, Colleen O’Connell-Campbell and Shelley True on September 5, 2019 for the all-women’s golf tournament, FORE-Play for Charity - the annual event supporting The Royal Ottawa Foundation for Mental Health.
The FORE-Play for Charity event features fun ways to network with other Ottawa-based business leaders such as Open Mic, Cocktail Hour, the Red Carpet event, and a unique Makeup and Beauty Bar as well as a Gala Dinner.
So if you’re ready to lace up your golf shoes and tee off to support The Royal Ottawa Foundation for Mental Health, visit www.truedotdesign.com/foreplay to register today - or, become a sponsor to show the community you’re serious about mental health.
Be sure to subscribe to our newsletter and follow FORE-Play for Charity on Facebook so you never miss an update on this important event.
Registration opens on April 1, 2019
Protect Yourself. Protect Your Family. Protect Your Assets
Protecting yourself, your family, and your assets are all essential elements of your roadmap to real riches as well as building and strategizing your financial plans.
If you’re ready to build your roadmap to riches and learn how to protect yourself, your family, and your assets, join us this spring for our Estate Planning Sessions with RBC Wealth Management.
Topic: Your Power of Attorney: Quite Possibly the Most Important Person You Will Ever Hire
Date: Wednesday, April 24, 2019
Time: 2pm - 4pm
Topic: Your Executor: What You Need to Know Before You Hire Yours
Date: Wednesday, May 22, 2019
Time: 2pm - 4pm
Topic: Essential Family Conversations: Protecting Yourself and Your Wishes
Date: Wednesday, June 12, 2019
Time: 2pm - 4pm
Location details will be provided when you RSVP to the event(s). To RSVP, email Colleen at firstname.lastname@example.org
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