Estate Planning Traps to Avoid - Krista Clendenning, Partner at Tradition Law | Wise Wealth Ep. 16 скачать в хорошем качестве

Estate Planning Traps to Avoid - Krista Clendenning, Partner at Tradition Law | Wise Wealth Ep. 16

In this episode of the Wise Wealth Podcast (Ep. 16), we welcome back estate lawyer Krista Clendenning about the most important questions to ask when updating your will and estate plan. We cover common pitfalls around executor selection, joint accounts, beneficiary designations, blended families, and why outdated documents create major problems. Krista shares practical guidance to help you avoid costly mistakes and keep your estate plan aligned with your intentions. Are you within five years of retirement or already retired? Visit our website to learn how to get your complimentary retirement plan and a second opinion on your current plan. Here's the link, https://www.humphrieswealthgroup.com/ Free retirement planning Resource Bundle: https://www.humphrieswealthgroup.com/... Welcome to our channel. We regularly upload content on retirement and overall wealth planning. Although our focus will be on financial topics, we will include other topics that impact management and the conservation of wealth, including: Travel and Leisure Health Relationships Hobbies Volunteerism Work Today's Guest: Krista Clendenning J.D., T.E.P. Lawyer and Partner, Tradition Law Ph (204) 594-1094 Email: [email protected] Shaun Humphries B. Admin, CFP® Senior Financial Planning Advisor Assante Capital Management Ltd. Joshua Humphries B. Comm. (Hons.) Associate Advisor Assante Capital Management Ltd. Insurance Advisor Assante Estate and Insurance Services Inc. 00:00 Welcome & Topic Overview 01:58 Choosing the Right Executer 03:35 Should your spouse be the executor? 05:34 Risks of Non-Canadian Resident Executors 08:55 Supporting Family Members & Legal Obligations 11:45 Joint Accounts and Common Confusion 18:48 Excluding a beneficiary and potential claims against your estate 24:56 Estate Planning in Blended Families