DiscoverRetiring CanadaEP 51 - Does Your Will Align With Your Intent?
EP 51 - Does Your Will Align With Your Intent?

EP 51 - Does Your Will Align With Your Intent?

Update: 2025-04-15
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Description

Is your will really saying what you think it is? In this episode, we uncover common estate planning mistakes and how to make sure your wishes are carried out. 

Specifically, we are going to discuss: 

  • Potential issues that can arise with an estate 

  • Three scenarios I have come across in the last 12 months 

  • Considerations you should discuss with your legal counsel 

  • Who should be reviewing their will 

Lastly, I will finish up with some action items to help address some potential shortfalls in your current plan.  

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 *** 

EPISODE RESOURCES: 

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✏️  Submit Your Question 

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🌐 www.RetiringCanada.ca 

 

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EP 51 - Does Your Will Align With Your Intent?

EP 51 - Does Your Will Align With Your Intent?

Michael Isbister, CFP®