STOP Naming the Wrong Executor for Your Will! скачать в хорошем качестве

STOP Naming the Wrong Executor for Your Will!

Thinking about who should be the executor of your will? Naming the wrong person can create complications for your loved ones and your estate. In this episode of Steadyhand Coffee Breaks, estate lawyer Margaret O’Sullivan shares the biggest mistakes to avoid when choosing an executor and offers expert tips for seamless estate planning. 🔗 Visit Margaret O'Sullivan's website for more estate planning resources and sign up for her newsletter. 📄 Download the executor responsibilities checklist from the video notes. 💬 Have questions or comments? Drop them below, and don’t forget to subscribe to Steadyhand Investments for more financial and estate planning tips! Checklist: https://mcusercontent.com/16dc1da0069... Margaret’s Website: https://www.osullivanlaw.com/firm-ove... 🔹 Video Chapters 🔹 0:00 Introduction 0:45 Top Mistakes When Choosing an Executor 3:07 Real Client Example: Avoiding Poor Executor Choices 4:44 Why Choosing One Executor Can Be Risky 6:18 Issue of Executor Compensation 8:20 Managing Investment Risk as an Executor 10:15 Closing Remarks --------------- 🗓 Get to Know Steadyhand! 🗓 https://hs.steadyhand.com/gettoknowst... 📚 SUBSCRIBER GIVEAWAY: Are you starting to think seriously about retirement but not sure where to start? Subscribers to the channel can grab this Free Insider’s Guide “3 Simple Steps to Retirement” - https://hs.steadyhand.com/retirementg... ✅ For more info visit: https://www.steadyhand.com/ 💬 What was your main takeaway from this video? Let us know in the comments below. And don't forget to subscribe to Steadyhand here ⤵ https://www.youtube.com/c/SteadyhandI... --------------- 📍 Welcome to Steadyhand's official YouTube channel! Steadyhand is a Canadian investment firm that offers low-fee investments with easy-to-follow advice and a simpler, more human experience for all Canadians. On this channel, we produce jargon-free videos to help you stay informed & educated on relevant investment topics. We've been managing money since 2007 and over 4,000 Canadians have entrusted us with more than $1 billion in investments. Our clients enjoy direct access to world-class fund managers and a level of genuine financial stewardship that you just don't find at the big banks and brokerages. ➡️ Our straightforward lineup of funds, easy-to-follow investment advice, and candid reporting enable our clients to weather the ups and downs of the markets with confidence. We offer hands-on, personalized service, and are ultra-accessible. In short: Steadyhand offers Canadians a better way to invest! We hope you find the videos on this channel informative and if you are interested in the services we offer then please visit our website. If you enjoy the videos you see on this channel then make sure you subscribe and hit the notification bell so you find out as soon as we post a new video! 🔔 --------------- 📲 Follow Steadyhand on social media: Facebook ▶️   / steadyhandfunds   Linkedin ▶️   / steadyhand-investment-funds   Twitter ▶️   / steadyhandfunds   ✅ Subscribe to our Blog and Newsletter https://steadyhand.us3.list-manage.co... If you'd like to explore whether Steadyhand may be a good fit for you, reach out to us: 📞 1-888-888-3147 📧 [email protected] 🌎 https://www.steadyhand.com/contact/ 📍 Vancouver Office (1747 West 3rd Avenue Vancouver, BC V6J 1K7) 📍 Toronto Office (3690-130 King St W, Toronto, ON M5X 2A2) #ChoosingAnExecutor #EstatePlanning #ExecutorOfMyWill #CanadianRetirement #EstateLawTips #RetirementPlanning