Find out how to protect the inheritance you will leave to your loved ones from themselves.

Testamentary trust will protect your beneficiaries from themselves, the most common concerns are that your beneficiaries might be spending unwisely, and will deplete their inheritance prematurely, or that in case of future relationship breakdown, a spouse or common law might want to claim part of their inheritance. Other basic retirement planning and estate planning strategies are also discussed.

If you have any further questions about this video or any financial planning questions, I recommend finding a certified financial planner in your area or booking a discovery call with us to get your plan on track.  You can email  or call (236) 521-5708 (Vancouver, BC) and we will schedule a discovery call / meeting with you.

Harbourfront Wealth Management was one of Wealth Professional Magazines 5 Star Brokerages for 2022. Wealth Professional is a free online information resource for all Canadian advice and planning professionals. This is not a paid award Harbourfront Wealth Management is not a sponsor.

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